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
Wealth Managing PartnersDirector Of ComplianceJun 19 - PresentPacific Financial PartnersVP of SupervisionAug 10- Jun 19Axa Advisors LlcFinancial AdvisorOct 02- Jul 10
Jon MorrisGeneral CounselView Profile, jon morrisDerron BlakelyGeneral CounselView Profile, derron blakelyEva Izsak NiimuraAttorney At LawView Profile, eva izsak-niimura