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
Peter BurkeVice President Of Sales MarketingView Profile, Peter BurkeSarah EllisVice President Business DevelopmentView Profile, Sarah EllisAaron CoteChief Revenue Officer CROView Profile, Aaron Cote