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
Kestra FinancialEVP, Advisor Engagement Jan 16 - PresentCurian CapitalSVP, Chief Marketing OfficerJan 11- Dec 15AssetmarkSVP, Chief Marketing OfficerJan 09- Jan 11
Rachel ArnettVice President SalesView Profile, Rachel ArnettVasi KarkantzosChief Growth OfficerView Profile, Vasi KarkantzosAshley Watson EngelEnterprise Account Executive Select AccountsView Profile, Ashley Watson Engel