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
Mission WealthFounder and Chief Compliance OfficerMar 00 - PresentCalifornia State University Channel IslandsAdjunct Professor of FinanceJan 08- Jun 12
Michael CreccaSenior Data AnalystView Profile, michael creccaDan JonesCEO Co FounderView Profile, dan jonesTaylor N SmithSenior Tax AccountantView Profile, taylor n. smith