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
Meridian Wealth Management LlcSenior Wealth Management Advisor, Director of InvestmentsJun 24 - PresentLido Advisors LlcSVP, Senior Wealth AdvisorJan 22- Jun 24Level 3 CommunicationsFinancial AnalystAug 07- Aug 09
Alexis HDirector Head Of U S Consumer Wealth Client Employee ExperienceView Profile, Alexis HSamantha GerhartHead Of UK Stakeholder RelationsView Profile, Samantha GerhartEric HundahlHead Of The Investment InstituteView Profile, Eric Hundahl