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
Private Family OfficeChief Wealth StrategistNov 24 - PresentSeven Mile AdvisoryChief Operating Officer and Wealth StrategistMar 22- Oct 24Cerity PartnersPrincipalJan 20- Mar 22
Terry AkinsSenior Executive Vice President And Chief Risk Officer EmeritusView Profile, terry akinsRobert GregoireChairman Cx OView Profile, robert gregoireScott BarounChief Financial OfficerView Profile, scott baroun