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
11 ThestateGeneral ManagerJul 24 - PresentSummit Wealth SystemsDirector, Partnerships & Growth StrategyJan 22- Jun 24MorningstarAdvisory Board MemberJan 21- Jan 23
Inon AxelPartnerView Profile, Inon AxelLisa LBay Area Partner And Channel Consultant Workshop LeaderView Profile, Lisa LDean SicklesDirector DispositionsView Profile, Dean Sickles