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
Personal CapitalFinancial AdvisorAug 19- Apr 20Charles SchwabFinancial ConsultantFeb 16- Sep 17World Investment Advisors Formerly PensionmarkAdvisor PartnerJan 10- Jan 16
Thomas CapatoCEO CofounderView Profile, Thomas CapatoAdam CondonSenior Configuration AnalystView Profile, Adam CondonDan Risebrough BarnesSenior AdvisorView Profile, Dan Risebrough Barnes