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
William BlairManaging Director, Wealth AdvisorMay 24 - PresentRaymond JamesPrivate Wealth Advisor Jul 18- May 24Axa Advisors LlcFinancial ProfessionalFeb 14- Jul 15
Anita NigrelFirst Vice President And Growth ManagerView Profile, Anita NigrelDhruv MalhotraFounderView Profile, Dhruv MalhotraJoy Fillman JohnsonOwner Content DirectorView Profile, Joy Fillman Johnson