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
Mclean CompanyExecutive AdvisorOct 24 - PresentIgm Financial IncAVP, Training & DevelopmentAug 20- Oct 24Ig Wealth ManagementDirector, Training and EducationFeb 19- Aug 20
Lee M AlexanderSenior Managing DirectorView Profile, Lee M AlexanderTomas MazalCo FounderView Profile, Tomas MazalRyan PancheriChief Executive OfficerView Profile, Ryan Pancheri