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
Kestra FinancialEVP, Advisor Engagement Jan 16 - PresentCurian CapitalSVP, Chief Marketing OfficerJan 11- Dec 15AssetmarkSVP, Chief Marketing OfficerJan 09- Jan 11
Allie KelaherSenior Director GSI AlliancesView Profile, allie kelaherJohn PaddonVice President Of SalesView Profile, john paddonWayne MillarRegional Vice President National AccountsView Profile, wayne millar