Richard Louis, Innovate Alternative Assets Solutions

Richard Louis

Wealth Planner

🏢 Job Change

(17 days ago)

Innovate Alternative Assets Solutions

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type****** ********

Account Owner*** ****

Account Opps/Deals

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Closed Won • Feb 25

****K $

Closed

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Past Champion

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Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Richards’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Richards’ Past Experience

Innovate Alternative Assets Solutions
Wealth Planner
Apr 25 - Present
Enterprise Outsourcing
Sales Manager
Jul 24- Mar 25
Secured Enterprise
Sales Manager
Jul 24- Mar 25

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