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
Ux WealthCo-Founder / Managing PartnerFeb 20 - PresentThor Financial TechnologiesManaging Partner Apr 19 - PresentNational Planning Holdings NphVice President, Head of Advisory and WealthONE Business DevelopmentApr 15- Nov 17
Chris SmothersCo FounderView Profile, Chris SmothersJulie MilesCo Founder Chief Operating Officer DirectorView Profile, Julie MilesAntonina BinetskayaChief Operational OfficerView Profile, Antonina Binetskaya