Account Type*** ******Account Owner******* ********Account Opps/Deals**** ********Closed Won • Nov 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
William BlairVice President, Wealth AdvisorJan 16 - PresentHightower AdvisorsDirector, Transitions & OnboardingDec 11- Feb 16Morgan StanleyRegistered AssociateSep 06- Dec 11
Daniel AhremarkVice President FinanceView Profile, daniel ahremarkLyndsie YamrusVice President Of AuditView Profile, lyndsie yamrusSiyu LiuVice President Of FinanceView Profile, siyu liu