Account Type******** ***Account Owner*** ****Account Opps/Deals***** ********Closed Won • Nov 24****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
AssetmarkBoard MemberFeb 25 - PresentAmerican Endowment FoundationBoard MemberDec 24 - PresentMiracle Mile AdvisorsBoard MemberSep 24 - Present
Michelle JamesManaging Director Conferences Events Professional SocietiesView Profile, michelle jamesAndrew MarshallLimited Partner And AdvisorView Profile, andrew marshallJosh FlyrVP NetworkView Profile, josh flyr