Account Type****** *****Account Owner******** *****Account Opps/Deals*** *****Closed Won • Oct 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Twin Peaks Wealth AdvisorsPrivate Wealth AdvisorSep 24 - PresentStifel Financial CorpEquity Sales SpecialistJun 10- Jul 23Thomas Weisel PartnersManaging PartnerFeb 99- Jun 10
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