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
MarinerManaging Director, Wealth ConsultingFeb 24 - PresentAltruistSales Director, EnterpriseFeb 22- Feb 24MarinerSenior Wealth ConsultantSep 21- Feb 22
Jim McdougallVice President Of InvestmentsView Profile, Jim McdougallMark BernsteinSenior Vice President Of Financial PlanningView Profile, Mark BernsteinEric JohnsonSr Director Of AccountingView Profile, Eric Johnson