Account Type******** *****Account Owner******** ***Account Opps/Deals******** ******Closed Won • Jan 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
PavilionVice President Corporate MembershipsJun 23 - PresentPrimary Venture PartnersExpertApr 25 - PresentMontgomery Entertainment LlcSales and Growth LeadMay 23 - Present
Steve WolfEnterprise Sales Director Smart Advisor Growth PlatformView Profile, Steve WolfJordan GrantVice President Of Sales CanadaView Profile, Jordan GrantJim TurnerExecutive Vice President Director Of Sales Delivery Private Wealth Management At UMB BankView Profile, Jim Turner