Account Type**** *****Account Owner***** ***Account Opps/Deals***** ****Closed Won • Dec 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
EmpowerSenior Director, Advice Solutions, Portfolio ManagementFeb 23 - PresentPersonal CapitalDirector of Advice SolutionsAug 18- Feb 23Polaris Wealth Advisory GroupHead of Trading & ResearchJan 10- Jul 18
Adi SilagyVP Product EngineeringView Profile, adi silagyJeff MortlockVice President SolutionsView Profile, jeff mortlockJaewook HaVice President Of Operations Product Management CelltrioView Profile, jaewook ha