Account Type***** ********Account Owner******* *******Account Opps/Deals****** ***Closed Won • Nov 24**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
Harbinder GorayaVice President Of Operations And EngineeringView Profile, harbinder gorayaBrendan DalyGroup Executive Product And OperationsView Profile, brendan dalyChris EldridgeExecutive Vice President Of OperationsView Profile, chris eldridge