Account Type***** ***Account Owner**** ******Account Opps/Deals*** ***Closed Won • Aug 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Agora Dealer ServicesHead 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
Yu YiDeputy ManagerView Profile, yu yiMaria BarckBusiness Development Administration ManagerView Profile, maria barckAndrew BrunoHead Of Engineering StandardsView Profile, andrew bruno