Account Type*** *****Account Owner**** ******Account Opps/Deals**** ********Closed Won • Aug 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Wealth EnhancementVP New Client DevelopmentAug 24 - PresentEmpowerSr. Director, Wealth AdvisoryFeb 23- Aug 24Personal CapitalDirector, Client SuccessMay 17- Feb 23
Ronald HalbertChief OperatorView Profile, ronald halbertShane EvansChief Revenue Officer CROView Profile, shane evansDani Pele MarksVP Of PartnershipsView Profile, dani pele marks