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
Freedom AdvisorsVP, Advisor ServicesMay 21 - PresentAssetmarkRegional Relationship ManagerApr 13- Nov 18
Ruby LeeFounderView Profile, ruby leeGaurav MenonPartnerView Profile, gaurav menonAlex StrangeSVP AllianceView Profile, alex strange