Account Type******** ***Account Owner****** *******Account Opps/Deals******* *******Closed Won • Mar 25****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Adams Wealth AdvisorsFounding PartnerMay 95 - PresentMerrill LynchSenior Financial AdvisorJan 98- Dec 01
Clara OquistGrundareView Profile, Clara OquistAmit ShakedCEO Executive ConsultantView Profile, Amit ShakedShaun ThankachenCo FounderView Profile, Shaun Thankachen