Account Type******** ********Account Owner******* *****Account Opps/Deals*** ********Closed Won • Jan 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
Oron Gill HausChief Information Officer Chase At JP Morgan Chase CoView Profile, Oron Gill HausSamuel KiburzSenior Vice President And Chief Investment OfficerView Profile, Samuel KiburzAndy TurnerAdvisor Contracted CFOView Profile, Andy Turner