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
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
Nallely GarzaAssistant ManagerView Profile, Nallely GarzaMatt LarsenSenior Director Of Program ManagementView Profile, Matt LarsenKiran KshatriyaSenior Engineering ManagerView Profile, Kiran Kshatriya