Account Type******** *******Account Owner****** *******Account Opps/Deals***** ****Closed Won • Jan 25****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Symmetry Partners LlcHead of Client Experience & Advisor Services (Sales, Marketing & Relationship Management)Mar 19 - PresentFocus Partners Advisor SolutionsVP MarketingAug 07- Feb 19Wells FargoDirector, Brokerage MarketingJan 04- Jan 07
Nick KuglarAgency OwnerView Profile, Nick KuglarDerk ArtsFounder CEOView Profile, Derk ArtsMarwan Al ZadjaliAdministration SupervisorView Profile, Marwan Al Zadjali