Account Type**** *******Account Owner*** ****Account Opps/Deals*** ********Closed Won • Feb 25****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Manning NapierVP, Advisor Consultant (CA, HI, NV)Nov 24 - PresentGriffin Capital Company LlcWealth SolutionsApr 09- Nov 24
Rachel TravisSenior Sales DirectorView Profile, Rachel TravisRichard WedmannVice President SalesView Profile, Richard WedmannMichael GarverVice President Of Direct SalesView Profile, Michael Garver