Account Type***** ****Account Owner****** *******Account Opps/Deals******** ******Closed Won • Oct 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
Melissa PerriFounder Lead InstructorView Profile, melissa perriDominic WestgarthGlobal Head Of Enhanced Client Controls AMLView Profile, dominic westgarthLiam BurnsOwnerView Profile, liam burns