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
Ortec FinanceExecutive Vice President, Sales & Partnerships, North AmericaJan 22 - PresentNest Wealth Asset ManagementHead of Advisor SolutionsSep 17- Jan 22SprottSVP Sales & ServiceFeb 12- Apr 13
John AndersonVice President Of SalesView Profile, John AndersonTodd RoskoVPView Profile, Todd RoskoSteve MuttramVP Sales North America AustraliaView Profile, Steve Muttram