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
Bleakley Financial GroupExecutive Director of Advisor Integrations Jun 19 - PresentSummit FinancialDirector Of Business DevelopmentAug 15- Jun 19Bleakley Financial GroupInvestment AssociateApr 15- Aug 15
Liz NeimanManaging Director Strategic EngagementView Profile, Liz NeimanRebecca RoemenExecutive Director Experience StrategyView Profile, Rebecca RoemenDionne DaviesSenior Vice PresidentView Profile, Dionne Davies