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
Sowell ManagementPresident/IntegratorMay 20 - PresentRayliantHead of Wealth ManagementFeb 25 - PresentNew York Life Insurance CompanySenior PartnerJun 00- Aug 12
Marcela InzunzaChief Ethics Compliance OfficerView Profile, Marcela InzunzaBrian LloydChief Legal Officer And Corporate SecretaryView Profile, Brian LloydRhodes DavisChief Compliance OfficerView Profile, Rhodes Davis