Account Type**** ******Account Owner******* ****Account Opps/Deals**** ********Closed Won • Feb 25**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
WellsaidChief Financial OfficerJul 24 - PresentThe F SuiteMemberDec 24 - PresentCordialChief Financial and Operating OfficerJan 18- Jan 24
Burt ChaoChief Financial OfficerView Profile, Burt ChaoZach BahorManaging Director Credit And Capital MarketsView Profile, Zach BahorMark P StylesSenior Vice President Financial Advisor Wealth ManagementView Profile, Mark P Styles