Account Type******* ***Account Owner**** ***Account Opps/Deals******** ******Closed Won • Nov 24***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
Pete PelleritoInterim Vice President For State Government Relations And Alliance DevelopmentView Profile, pete pelleritoPeter WiegandPartner Head Of RestructuringView Profile, peter wiegandSimone RousePartner Head Of Portfolio Solutions Responsible InvestingView Profile, simone rouse