Account Type**** ****Account Owner******** *****Account Opps/Deals****** *******Closed Won • Feb 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
The Ascent GroupRIA Investment Operations ManagerFeb 25 - PresentCore Wealth ManagementDirector of Investment OperationsApr 24- Feb 25AmeritasManager, Wealth Management & Investment ServicesSep 15- Mar 24
Sivan GuettaAccountantView Profile, Sivan GuettaGavin MchaleCommercial Account Executive Financial ServicesView Profile, Gavin MchaleKay SchmidtHead Of FinanceView Profile, Kay Schmidt