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
GeowealthVP, Head of Advisor ServicesApr 24 - PresentFirst Ascent Asset ManagementDirector of Client Service and OperationsMar 17- Mar 24First Western TrustManager, Trust & Investment Management ServicesSep 11- Feb 17
Kris WeldonSenior Director Project LeadershipView Profile, kris weldonOscar WernerChief Executive OfficerView Profile, oscar wernerAvantha ArachchiChief Operating OfficerView Profile, avantha arachchi