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
Composition WealthDirector, Growth & Advisor DevelopmentMar 25 - PresentSyndioHead of FP&A/Strategic FinanceJul 21- Feb 25Brighton JonesAdvisorJan 18- Jan 21
Megan WerdenDevelopment DirectorView Profile, Megan WerdenDavid WeilerDirector Business DevelopmentView Profile, David WeilerEric RolandDirector Of Business DevelopmentView Profile, Eric Roland