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
Jonathan CohenChief Executive OfficerView Profile, jonathan cohenBrian DeanCo FounderView Profile, brian deanScot DavisSenior Managing DirectorView Profile, scot davis