Account Type*** ***Account Owner***** *******Account Opps/Deals******** ***Closed Won • Jan 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
Anthony ScaglioneEVP Global SalesView Profile, Anthony ScaglioneDan SparksVice President Sales OperationsView Profile, Dan SparksRhett KellerChief Revenue Officer CROView Profile, Rhett Keller