Account Type****** ******Account Owner******** *****Account Opps/Deals*** ****Closed Won • Nov 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Opes Wealth Management LlcChief Compliance OfficerMay 17 - PresentCambridge AssociatesAssociate Director, Client Service, Private Client PracticeMar 06- Sep 16
Amanda MckennaDirector Total RewardsView Profile, amanda mckennaIlse WesterveenHR ManagerView Profile, ilse westerveenGladis XuLeadership Development ConsultantView Profile, gladis xu