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
Signal AdvisorsSenior Vice PresidentJul 22 - PresentFinancial Independence GroupSenior Vice PresidentApr 17- Aug 20Advisors ExcelVice President of Advisor DevelopmentFeb 09- Feb 17
Gregory BarlowPresidentView Profile, Gregory BarlowDaniel DinesChief Innovation OfficerView Profile, Daniel DinesAmar ShikariSenior Vice President Strategy OperationsView Profile, Amar Shikari