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 AdvisorsSenior Strategic AdvisorJan 22 - PresentPrivate Ocean Wealth Management Dba Wealthspire AdvisorsPresident And CEOJan 91- Apr 22JunxurePresidentJan 01- Dec 17
Jordan HallContent Strategist And Editorial Producer AdobeView Profile, Jordan HallGaia PiloniHead Of Strategy Early AssetView Profile, Gaia PiloniAndrew PrattStrategy Insights Planning ManagerView Profile, Andrew Pratt