Account Type***** *******Account Owner*** ******Account Opps/Deals******** ***Closed Won • Oct 24**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
Kris HillstrandExecutive Vice PresidentView Profile, kris hillstrandRaz ShapiraChief Executive OfficerView Profile, raz shapiraAmanda HughesManaging PartnerView Profile, amanda hughes