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
Houlihan LokeyVice PresidentDec 23 - Present7 Mile AdvisorsVice PresidentJan 19- Dec 23Willingdon Wealth Management Has Merged W Exencial Wealth Advisors June 2020Research AnalystSep 15- Sep 18
Ali ArcherVice President ConsultantView Profile, ali archerMike GrossmanSr Director Technology PartnershipsView Profile, mike grossmanCristopher HornseySelf EmployedView Profile, cristopher hornsey