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
Cetera Financial GroupHead of Advisor Growth SolutionsMay 24 - PresentAvantaxVice President, Community & Advisor EngagementApr 20- May 24Edward JonesFinancial AdvisorJan 07- Sep 07
Mehul VoraVP Of SalesView Profile, Mehul VoraPratibha AroraSales ConsultantView Profile, Pratibha AroraMaggie SavageDirector Agency DevelopmentView Profile, Maggie Savage