Account Type*** ******Account Owner**** *****Account Opps/Deals******** *******Closed Won • Nov 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
City National RochdalePortfolio ManagerNov 22 - PresentHudson Edge Investment Partners IncManaging Partner / Portfolio Manager / AnalystMar 06- Mar 19Meisel Tuteur Lewis P CJunior AccountantAug 04- Mar 06
Louie Hao CuiAccountantView Profile, louie hao cuiMaria AgafonovaInvestment AssociateView Profile, maria agafonovaStephen OwenCertified Financial PlannerView Profile, stephen owen