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
T Rowe PriceT. Rowe PriceMar 24 - PresentAdvisors Asset Management IncExternal Wholesaler - Vice President, Managed Solutions Dec 19- Mar 24Ares Wealth Management SolutionsAssistant Vice PresidentOct 17- Dec 19
Mali SeranAccounting AssociateView Profile, Mali SeranZach ReinkeLicensed Insurance AgentView Profile, Zach ReinkeKurt WestonRevenue Tax AuditorView Profile, Kurt Weston