Account Type*** ***Account Owner******* *******Account Opps/Deals******* ***Closed Won • Feb 25**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Wealthcare Management ServicesChief Operations OfficerJan 17 - PresentRetirement Wealth StrategiesDirector of Client ServicesJan 08- Jan 17
Kyle SkovSr Director Of Platform OperationsView Profile, Kyle SkovLhakpa BhutiaDirector Compliance OperationsView Profile, Lhakpa BhutiaAmanda BeamanSenior Vice President Of OperationsView Profile, Amanda Beaman