Account Type******** *******Account Owner***** *******Account Opps/Deals**** ******Closed Won • Jan 25****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Wealth Advisor Growth NetworkPartner and Co-FounderSep 19 - PresentAik 2 Insurance ServicesPresidentMay 21 - PresentEnvestnet IncManaging Director, Advisory ServicesJan 10- Sep 19
Mudassar ShakoorChief Executive OfficerView Profile, Mudassar ShakoorJacques IssaManaging PartnerView Profile, Jacques IssaCameron BrainCEO Co FounderView Profile, Cameron Brain