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
Werth Wealth Planning LlcManaging Member and Senior Wealth AdvisorJan 19 - PresentPutnam InvestmentsSenior Relationship ManagerJul 14- Dec 18Cadaret GrantVice President, Director of Marketing, Mutual Funds and UITsApr 10- Jul 14
Dror LevyChief Financial OfficerView Profile, Dror LevyLewis WrightRegional Credit Officer SVP CRCView Profile, Lewis WrightRyan GritzSr Director Financial SystemsView Profile, Ryan Gritz