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
Cetera Financial GroupHead of Advisor Solutions RoadmapAug 23 - PresentCetera Advisor Networks LlcPresident, Cetera Wealth Management GroupAug 23- Mar 25Securian FinancialPresident, Securian Financial Services, Inc.Jun 06- Aug 23
Ben SiegelDirector Of ProductView Profile, Ben SiegelKarl RingAssociate Director Technology Solutions InnovationView Profile, Karl RingChloe AckroydHead Of Brand And ContentView Profile, Chloe Ackroyd