Account Type*** *******Account Owner******** *******Account Opps/Deals**** *****Closed Won • Dec 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
Olivia HaasProgram ManagerView Profile, olivia haasJeff NoahHead Of Commercial ExcellenceView Profile, jeff noahAnish JindalChief Of StaffView Profile, anish jindal