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
Imperial Lifestyle ManagementManaging DirectorJun 12 - PresentMedtax CaManaging DirectorDec 20 - PresentImperial Wealth ManagementSenior Wealth ManagerJan 12 - Present
Meredith HaberfeldCEOView Profile, Meredith HaberfeldAndy ByrneCo Founder CEOView Profile, Andy ByrnePerry SmithAssociate ManagerView Profile, Perry Smith