Account Type****** *******Account Owner***** ****Account Opps/Deals****** *******Closed Won • Feb 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Waddell ReedFinancial AdvisorApr 13- Feb 15New York Life Insurance Company2nd Vice President, Advisor MarketingJan 04- Jan 12
Nick OgurtsovBoard MemberView Profile, Nick OgurtsovAmber SpitaleSales Operations AnalystView Profile, Amber SpitaleNaveen BachkethiBoard MemberView Profile, Naveen Bachkethi