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
Aviditi AdvisorsPartnerApr 20 - PresentCredit SuisseManaging DirectorOct 08- Apr 20Merrill LynchAssociateAug 06- Sep 08
Ryan WagerAssociate Director Program Project ManagementView Profile, Ryan WagerKarin BrandtCEO FounderView Profile, Karin BrandtLawrence StubbsManaging Director Head Of Advisor Client Digital Wealth Management Service CentersView Profile, Lawrence Stubbs