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
Swan Global InvestmentsNational Director - Advisor Advocacy for Swan Global Investments Jan 21 - PresentInvestment MastermindsHost of Investment Masterminds Web Series (Sponsored by Swan Global Investments)Mar 21 - PresentSwan Global InvestmentsNorthwest Regional DirectorOct 17- Apr 19
Laurie GauciDirector Premium Collections And AccountingView Profile, Laurie GauciEric MunDirector Global Investment BankingView Profile, Eric MunMatt MillerDirector At Forvis Mazars Accounting Assurance Professional Standards GroupView Profile, Matt Miller