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
MarinerManaging Director, Wealth ConsultingFeb 24 - PresentAltruistSales Director, EnterpriseFeb 22- Feb 24MarinerSenior Wealth ConsultantSep 21- Feb 22
Erin PlourdeChief Investment OfficerView Profile, Erin PlourdeMichele HoughtonAssociate Vice PresidentView Profile, Michele HoughtonAaron KoskelaVice President Service Management Tax AccountingView Profile, Aaron Koskela