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
Alexander MullerCEO Geschaftsfuhrer Co OwnerView Profile, Alexander MullerChadi FarhatChief Operating OfficerView Profile, Chadi FarhatTrevor McvicarExecutive Vice PresidentView Profile, Trevor Mcvicar