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
Imperial Lifestyle ManagementManaging DirectorJun 12 - PresentMedtax CaManaging DirectorDec 20 - PresentImperial Wealth ManagementSenior Wealth ManagerJan 12 - Present
Logan WestLevel 2 SupervisorView Profile, logan westKriti SharmaNon Executive DirectorView Profile, kriti sharmaMatt MilcetichExecutive Managing DirectorView Profile, matt milcetich