Account Type**** ********Account Owner**** ******Account Opps/Deals******* ****Closed Won • Oct 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Missionsquare RetirementHead of Retail RetirementOct 21 - PresentEnvestnet MoneyguideChief Operating OfficerJan 20- Jul 21Bb TWealth Executive Director for Wealth Planning, Senior Vice PresidentNov 18- Jan 20
John HorsleyBoard MemberView Profile, john horsleyShashi PrashadDirector Private BusinessView Profile, shashi prashadKarina KlemencsicsAdministration ManagerView Profile, karina klemencsics