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
Great Gray Trust CompanySr. Marketing & Compliance ConsultantMar 24 - PresentPrivate Advisor GroupCompliance SpecialistApr 22- Mar 24The Wealth Consulting GroupChief Compliance OfficerNov 20- Apr 22
Daniel MeinckeVideo ProducerView Profile, Daniel MeinckeBarry WebbDirectorView Profile, Barry WebbLani GabaMarketing Technology ManagerView Profile, Lani Gaba