Account Type******* ***Account Owner***** ***Account Opps/Deals****** *******Closed Won • Jul 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
Bobby RussellExecutive Vice PresidentView Profile, bobby russellGermaine GanVice PresidentView Profile, germaine ganNicolai ThomsonCo Founder CEOView Profile, nicolai thomson