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
Wealth Advisor Growth NetworkPartner and Co-FounderSep 19 - PresentAik 2 Insurance ServicesPresidentMay 21 - PresentEnvestnet IncManaging Director, Advisory ServicesJan 10- Sep 19
Jude DonatoPresident New YorkView Profile, jude donatoStephan Costa StegmuellerManaging Director Head Of Advisory Client Services APAC EMEAView Profile, stephan costa-stegmuellerBracken MayesVice President DomesticView Profile, bracken mayes