Account Type***** ******Account Owner******* ********Account Opps/Deals******** *******Closed Won • Dec 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
Steve MooreAssociate Director PMOView Profile, steve mooreLandon PhillipsHead Of Innovation EntrepreneurshipView Profile, landon phillipsMatt WentzellOwner SommelierView Profile, matt wentzell