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
Five Eleven PartnersChief Wealth StrategistNov 24 - PresentSeven Mile AdvisoryChief Operating Officer and Wealth StrategistMar 22- Oct 24Cerity PartnersPrincipalJan 20- Mar 22
Brian NMajority Shareholder Board Member Co FounderView Profile, Brian NJim KrugerChief Financial OfficerView Profile, Jim KrugerTomas Alves De LimaInvestor Relations Chief Of StaffView Profile, Tomas Alves De Lima