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
D A Davidson CompaniesRetirement Plan ConsultantJan 23- Feb 24Principal Asset ManagementClient Service ManagerOct 97- Jan 23
Winston WoodAcquisitions Senior AssociateView Profile, winston woodMichael YiinLead Counsel Commercial And IPView Profile, michael yiinJonathan ColonConsultantView Profile, jonathan colón