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
Mission WealthFounder and Chief Compliance OfficerMar 00 - PresentCalifornia State University Channel IslandsAdjunct Professor of FinanceJan 08- Jun 12
Shane KeySenior Branch ManagerView Profile, Shane KeyMatt WilkinsonFounder CEOView Profile, Matt WilkinsonIdan Stacy JakobovichCreative DirectorView Profile, Idan Stacy Jakobovich