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
New York Life InvestmentsHead of the Advisor Advancement InstituteJan 24 - PresentHightower AdvisorsExecutive Director, Programming and Thought LeadershipOct 19- Oct 23InvestmentnewsDirector of Marketing and CommunicationsSep 15- Oct 19
David RochatHead Of Business ExecutionView Profile, David RochatFelipe BalseiroDirector Collections StrategyView Profile, Felipe BalseiroMelissa Libner 🎗️Head Of Strategic PartnershipsView Profile, Melissa Libner 🎗️