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
Allworth FinancialHead of Wealth PlanningMay 23 - PresentCetera Advisor Networks LlcFinancial PlannerJan 13- Aug 23
Tyler BankheadAssociate Director Global Private CreditView Profile, tyler bankheadLindsay MccurrenDirector Brand FinanceView Profile, lindsay mccurrenBrittany GuritzDirector Financial Shared ServicesView Profile, brittany guritz