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
Sage Path Financial AdvisorsManaging DirectorMar 20 - PresentDunhamAdvisory Board MemberApr 21 - PresentWells Fargo AdvisorsVice President - Investments, Financial AdvisorJan 10- Nov 17
Shareef ViraniVice President GTM OperationsView Profile, Shareef ViraniAdam DavisVice President Of Operations And Enterprise Service DeliveryView Profile, Adam DavisJohn CullenVice President Retail Marketplace OperationsView Profile, John Cullen