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
AtlasFounding Advisor, Director of Wealth AdvisoryJan 24 - PresentLido Advisors LlcVice President, Wealth AdvisorJan 21- Jan 24GeowealthSenior Operations AnalystFeb 20- Jan 21
Thomas ObrienAssociate Director Private EquityView Profile, thomas o'brienClaire JacksonDirector Of FinanceView Profile, claire jacksonElizabeth SeayVP ControllerView Profile, elizabeth seay