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
Wealthspire AdvisorsPresident & Chief Operating OfficerOct 19 - PresentBlackrockAssociateJul 05- Sep 09
Wayne TrumbullManaging DirectorView Profile, Wayne TrumbullTrevor FosterFounder CEOView Profile, Trevor FosterMark BradshawExecutive Vice PresidentView Profile, Mark Bradshaw