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
Michael LevCompany OwnerView Profile, michael levJames ButchardExecutive Vice PresidentView Profile, james butchardRoss RichCEO Co FounderView Profile, ross rich