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
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
Andy McbrideSenior Vice President Finance And Tax At The Gores GroupView Profile, Andy McbrideJeff DecilliaChief Financial OfficerView Profile, Jeff DecilliaGreg BoslerFounder Fractional CFOView Profile, Greg Bosler