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
Adam MoisePrincipal Employee Benefits ConsultantView Profile, Adam MoiseSeth RikerDevelopment OfficerView Profile, Seth RikerSheena Narendranath AgarwalGlobal Talent Development LeaderView Profile, Sheena Narendranath Agarwal