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
UnqorkExecutive Director, Asset ManagementMar 21 - PresentFi Tek Wealth SolutionsRelationship ManagerOct 08- Jul 14
James RouseChief Financial OfficerView Profile, James RouseJohn DerosaSenior Vice President Private Wealth AdvisorView Profile, John DerosaTimothy OtooleChief Financial OfficerView Profile, Timothy Otoole