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 InvestmentsRegional Advisor ConsultantApr 24 - PresentStringer Asset Management LlcRegional Director - Mid WestJan 20- Apr 24Aspyre Wealth PartnersDirector of Strategic RelationshipsAug 18- Jan 20
Mark CardarelliSenior DirectorView Profile, Mark CardarelliTravis DevaultRegional Sales ManagerView Profile, Travis DevaultArmie HamiliDirector Of Business DevelopmentView Profile, Armie Hamili