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
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
Riku AuvinenSVP Finance OperationsView Profile, riku auvinenLucas M BianchiFractional CFOView Profile, lucas m. bianchiMichael EbyChief Financial OfficerView Profile, michael eby