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
Wealthspire AdvisorsPresident & Chief Operating OfficerOct 19 - PresentBlackrockAssociateJul 05- Sep 09
Doug CamplejohnCEO And FounderView Profile, Doug CamplejohnPierrick LegrandCo Founder COOView Profile, Pierrick LegrandDaniel PoldenPartnerView Profile, Daniel Polden