Account Type******** *****Account Owner**** *******Account Opps/Deals****** *******Closed Won • Oct 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Agora Dealer Services Services Aux Courtiers AgoraHead of Practice ManagementMar 18 - PresentExos Wealth Systems IncAdvisor Onboarding and RelationsNov 16- Jan 18Ci Assante Wealth ManagementDirector of Practice Management & Marketing, DGWMFeb 15- Oct 16
Midnight WilkinsonSenior Office ManagerView Profile, midnight wilkinsonRicardo Sotelo MerelDirector De ProyectoView Profile, ricardo sotelo merelLeo ZeciriManagerView Profile, leo zeciri