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
Dowgate WealthChief Operating OfficerSep 23 - PresentDowgate CapitalChief Operating OfficerJan 18 - PresentShard CapitalHead of Compliance (CF10/11)Mar 14- Feb 18
Alfredo MorgadoChief Operating OfficerView Profile, Alfredo MorgadoBen CrosswellCOOView Profile, Ben CrosswellMark BarbeeSenior Vice President And Chief Operating OfficerView Profile, Mark Barbee