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
Aspen Wealth ManagementDirector Of Financial PlanningApr 15 - PresentUmc Health SystemPhysician LiaisonSep 07- Apr 15Seton Healthcare FamilyPhysician LiaisonMay 07- Sep 07
David WangInvestment DirectorView Profile, David WangRyan ShawHead Proprietary TraderView Profile, Ryan ShawIoana Andrei FccaFinancial DirectorView Profile, Ioana Andrei Fcca