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
Wells FargoVice President - Wealth & Investment ManagementSep 19 - PresentBroadridgeProduct ManagerApr 18- Sep 19Ss C TechnologiesStrategic Services - GoTrade+ Associate ManagerJul 17- Apr 18
Spencer MuellerPrivate Equity ProfessionalView Profile, spencer muellerAaron PacillioChief Investment OfficerView Profile, aaron pacillioTony MetznerChief Financial OfficerView Profile, tony metzner