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
GeowealthVP, Strategic ConsultantJun 23 - PresentLpl FinancialVice President, Relationship ManagementDec 22- Jun 23Envestnet IncRIA Development Director Jan 13- Dec 22
Ryan NaletteVice President Retail Strategy And InnovationView Profile, ryan naletteAxel ApfelbacherHead Of Strategy FinanceView Profile, axel apfelbacherAran RobertsVice President Corporate DevelopmentView Profile, aran roberts