Account Type****** ****Account Owner***** *****Account Opps/Deals******** *****Closed Won • Dec 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
Joy ZhouProducerView Profile, joy zhouBarry GoldmanFounder PrincipalView Profile, barry goldmanDaniel Suszczy SkiHead Of EngineeringView Profile, daniel suszczy ski