Account Type***** ***Account Owner******* ******Account Opps/Deals**** ***Closed Won • Oct 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Ux WealthCo-Founder / Managing PartnerFeb 20 - PresentNational Planning Holdings NphVice President, Head of Advisory and WealthONE Business DevelopmentApr 15- Nov 17Curian CapitalExternal Wholesaler - Colorado, New Mexico, and WyomingApr 07- Feb 14
Lucinda LawPresidentView Profile, lucinda lawTal IvriPartner Co FounderView Profile, tal ivriJohn RagusaVpView Profile, john ragusa