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
Simplicity GroupSenior Vice President, PartnerMay 21 - PresentAssetmarkVice President (Multiple Leadership Positions)Feb 16- Jan 21New York Life Insurance CompanyVice President of SalesJan 15- Jan 16
Leticia RicciardiEnterprise Change Mgmt And Engagement DirectorView Profile, leticia ricciardiAndrew CrichtonFounderView Profile, andrew crichtonKatie RobinsonPresidentView Profile, katie robinson