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
MoonfareHead Of Strategic Initiatives May 22 - PresentCapital AllocatorsPartner - Capital Allocators Holdings Jan 21- Jan 22GemAssociate DirectorJan 20- Jan 21
Amanda WStrategy DirectorView Profile, Amanda WGary QuarmbyHead Of StrategyView Profile, Gary QuarmbyTheresa GralinskiHead Of The Advisor Advancement InstituteView Profile, Theresa Gralinski