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 AdvisorsSenior Strategic AdvisorJan 22 - PresentPrivate Ocean Wealth Management Dba Wealthspire AdvisorsPresident And CEOJan 91- Apr 22JunxurePresidentJan 01- Dec 17
Raymond HAdvisory Solutions ConsultantView Profile, raymond h.Purvis BellPrincipal Social Impact Alternative InvestmentsView Profile, purvis bellNick BrownStrategic PlannerView Profile, nick brown