Account Type***** *******Account Owner****** ********Account Opps/Deals******* ********Closed Won • Feb 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Portico Wealth Advisors LlcPrincipalJan 10 - PresentProvisorsEC Member/HostJan 15 - PresentPrivate Ocean Wealth Management Dba Wealthspire AdvisorsDirector of Business DevelopmentApr 05- Aug 08
Ripley CarrollPrincipalView Profile, Ripley CarrollAlan CaoManager Film TV LicensingView Profile, Alan CaoCrystal McintyreSr Oracle EBS ConsultantView Profile, Crystal Mcintyre