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
WealthteamworkChief Executive OfficerJan 24 - PresentDent Wealth AdvisorsAdvisor/Chief Compliance OfficerMay 00- Oct 23
Pablo ValerianoChief Operating OfficerView Profile, Pablo ValerianoOddmund BraatenChief Executive OfficerView Profile, Oddmund BraatenCarty McmullenSenior Vice PresidentView Profile, Carty Mcmullen