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
Mission WealthChief Client Officer & PartnerApr 22 - PresentMarinerDirector, Relationship ManagementJan 22- Apr 22AdviceperiodDirector, Relationship Management (acquired by Mariner Wealth Advisors)Oct 20- Apr 22
Gigi GattiSr Director Global Program Strategy LearningView Profile, Gigi GattiJuliana GomezVice PresidentView Profile, Juliana GomezDana LienVP Process And Performance InnovationView Profile, Dana Lien