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
WealthteamworkChief Executive OfficerJan 24 - PresentDent Wealth AdvisorsAdvisor/Chief Compliance OfficerMay 00- Oct 23
Chloe BelteauChief Operating OfficerView Profile, Chloe BelteauKate CollinsChief Operating OfficerView Profile, Kate CollinsJacob AmezcuaCo FounderView Profile, Jacob Amezcua