Account Type******* ****Account Owner******** ******Account Opps/Deals*** *****Closed Won • Oct 24****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Wealthspire AdvisorsPresident & Chief Operating OfficerOct 19 - PresentBlackrockAssociateJul 05- Sep 09
Joe PorteraExecutive Vice President COOView Profile, joe porteraTodd RuplingerChief Innovation And Distribution Officer Ash BrokerageView Profile, todd ruplingerDouglas MccuaigCountry Leader CanadaView Profile, douglas mccuaig