Account Type******* *******Account Owner******** ******Account Opps/Deals*** *******Closed Won • Nov 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
Mariam ShokrallaDigital Health StrategistView Profile, mariam shokrallaSteve HorowitzPresidentView Profile, steve horowitzJordan UsdanSr Directory Strategy And Innovation Microsoft AIView Profile, jordan usdan