Account Type******* ****Account Owner***** ***Account Opps/Deals******* *******Closed Won • Jan 25****K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Totus Wealth ManagementVice President, Financial PlannerOct 23 - PresentCapstone Financial LlcFinancial PlannerJun 19- Oct 23
Patrick S LeungChief Financial OfficerView Profile, Patrick S LeungDylan HurderVice President FinanceView Profile, Dylan HurderHeidi ChamberlainFirst Vice President Financial Advisor Morgan StanleyView Profile, Heidi Chamberlain