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
Mission WealthDirector of Client RelationshipsApr 22 - PresentMarinerDirector, Relationship ManagementJan 22- Apr 22AdviceperiodDirector, Relationship Management (acquired by Mariner Wealth Advisors)Oct 20- Apr 22
Doug DentChief Revenue OfficerView Profile, doug dentJoanna HayesSenior Manager Sales Operations TransformationView Profile, joanna hayesSergio ContrerasBusiness Development ManagerView Profile, sergio contreras