Account Type******* ******Account Owner***** ****Account Opps/Deals***** ********Closed Won • Oct 24**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Wealth DynamixChief Strategy OfficerFeb 23 - PresentDavies Consulting DivisionPrincipal Consultant - Wealth Management & Private BankingJul 21- Feb 23Wealth DynamixHead of StrategyJan 14- Aug 20
Jessica WietmarschenVice President Strategic InitiativesView Profile, jessica wietmarschenJustin SladePartner Enablement Solutions Strategy DirectorView Profile, justin sladeBenjamin GrosseInvestorView Profile, benjamin grosse