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
Adams Wealth AdvisorsFounding PartnerMay 95 - PresentMerrill LynchSenior Financial AdvisorJan 98- Dec 01
Anna SorokaPartnerView Profile, anna sorokaJames KempFounder Managing PartnerView Profile, james kempMaximilian SchroerenCo FounderView Profile, maximilian schroeren