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
Meridian Wealth Management LlcSenior Wealth Management Advisor, Director of InvestmentsJun 24 - PresentLido Advisors LlcSVP, Senior Wealth AdvisorJan 22- Jun 24Level 3 CommunicationsFinancial AnalystAug 07- Aug 09
Kolby PurcellDirector Or FinanceView Profile, Kolby PurcellMike KahlowskyDirector Of ReinsuranceView Profile, Mike KahlowskyFarbod FarzinHead Of FinanceView Profile, Farbod Farzin