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
Lathe Co Wealth AdvisersChief Operating OfficerNov 24 - PresentSkipton Building SocietyHead of Financial Advice PropositionJun 00- Nov 24
Kelly Ford BuckleyGeneral Partner Chief Operating OfficerView Profile, Kelly Ford BuckleyLarry WinerChief Operating OfficerView Profile, Larry WinerBryan AllenCOOView Profile, Bryan Allen