Account Type******** *******Account Owner****** *******Account Opps/Deals******* ******Closed Won • Dec 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
Ophelie JanusGlobal Head Of Thought LeadershipView Profile, ophelie janusAustin JouettGTM AdvisorView Profile, austin jouettJennifer AmsterdamMarketing Strategy Planning Director GlobalView Profile, jennifer amsterdam