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
City National RochdaleManaging DirectorMay 18 - PresentFidelity InvestmentsVice President, Wealth ManagementJan 15- Jan 18Liquid I VCo-Founder & PresidentJan 12- Jan 15
Anna FreedlandExecutive AssistantView Profile, anna freedlandSean BachelderSenior ManagerView Profile, sean bachelderMatt VestaFounder And Head GrowerView Profile, matt vesta