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
EmpowerVice President Advisory Practice Management & StrategyFeb 23 - PresentPersonal CapitalVice President, Advisory ServiceNov 13- Feb 23ScottradeInvestment ConsultantOct 08- Nov 13
Evan GuestVice ChairmanView Profile, Evan GuestGabriele FinziExecutive Vice President Corporate Development Licensing InnovationView Profile, Gabriele FinziChris FabianSenior Director Of Product Strategy Priority Based BudgetingView Profile, Chris Fabian