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
Mission WealthChief Client Officer & PartnerApr 22 - PresentMarinerDirector, Relationship ManagementJan 22- Apr 22AdviceperiodDirector, Relationship Management (acquired by Mariner Wealth Advisors)Oct 20- Apr 22
Neville WillsmoreRegional Practice Director ScienceView Profile, Neville WillsmoreJake PetersonVice PresidentView Profile, Jake PetersonDenise GhereSenior Vice President Electronic ServicesView Profile, Denise Ghere