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
Composition WealthDirector, Growth & Advisor DevelopmentMar 25 - PresentSyndioHead of FP&A/Strategic FinanceJul 21- Feb 25Brighton JonesAdvisorJan 18- Jan 21
Adam FractenbergDirector New Business DevelopmentView Profile, Adam FractenbergTaj HaydenDirector Of Business DevelopmentView Profile, Taj HaydenMegan HansonDirector Of Business DevelopmentView Profile, Megan Hanson