Account Type****** *******Account Owner******* *****Account Opps/Deals******** ******Closed Won • Nov 24**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
GeowealthVP, Business DevelopmentApr 24 - PresentFirst Ascent Asset ManagementDirector of Advisor ConsultingJun 16- Apr 24Frontier Asset Management L L CRegional Sales ConsultantFeb 13- Jun 16
Scott DevriesExecutive Account SpecialistView Profile, scott devriesNatasha O CalderonExecutive Small Commercial Sales ManagerView Profile, natasha o. calderonRob KingChief Revenue Officer CROView Profile, rob king