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
Ima Financial Group IncHead of Investments, IMA Private Wealth & RetirementAug 24 - PresentGeowealthChief Investment OfficerMay 16- Jul 24First Ascent Asset ManagementChief Investment OfficerMay 16- Mar 24
Ami BrennerVice President Wealth TransferView Profile, ami brennerJames KempDirector Of Operations FinanceView Profile, james kempNed SmithSenior Vice President Bank ParticipationsView Profile, ned smith