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
MilemarkerChief Operating OfficerJan 23- Jan 24The Society Of AdviceChief Marketing OfficerMar 21- Jan 23Carson GroupVice President, Advisor MarketingJun 19- Mar 21
Sandra HarrisAdministrative AssistantView Profile, Sandra HarrisLee MalikExecutive AssistantView Profile, Lee MalikMilica MrkaicVirtual AssistantView Profile, Milica Mrkaic