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
Modern Wealth ManagementDirector of OperationsSep 24 - PresentVistage Worldwide IncMemberNov 24 - PresentOnedigitalNational Wealth Solutions ManagerOct 21- Sep 24
Alireza YousefiDirector Technical Project DeliveryView Profile, Alireza YousefiMatt IrvineSr Director Global Partner EnablementView Profile, Matt IrvineMike GalzeranoDirectorView Profile, Mike Galzerano