Account Type***** ******Account Owner**** ***Account Opps/Deals******** ******Closed Won • Aug 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
Darsh PatelExecutiveView Profile, darsh patelJennifer OsbornHead Of TechnologyView Profile, jennifer osbornStuart AndersonGeneral ManagerView Profile, stuart anderson