Account Type***** ********Account Owner****** ******Account Opps/Deals****** ***Closed Won • Dec 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
Gaurav BangaFounder And CEOView Profile, gaurav bangaJyoti ArgadeSenior Manager Executive DevelopmentView Profile, jyoti argadeJeremiah WilsonChief Executive OfficerView Profile, jeremiah wilson