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
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
Chloe LeowManagerView Profile, chloe leowDeidre PaknadCEO And Co FounderView Profile, deidre paknadGavin NachbarCo Founder CEOView Profile, gavin nachbar