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
Opes Wealth Management LlcChief Compliance OfficerMay 17 - PresentCambridge AssociatesAssociate Director, Client Service, Private Client PracticeMar 06- Sep 16
Jeff BirchmeierLearning And Development Program ManagerView Profile, Jeff BirchmeierRebekah EverestLearning And Development SpecialistView Profile, Rebekah EverestBrian JonesRe Elected TrainerView Profile, Brian Jones