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
Carson GroupInvestment StrategistOct 23 - PresentFai Wealth ManagementChairman & Chief Investment OfficerSep 09 - PresentFederated HermesDirector of Global Research & Senior Portfolio ManagerJan 03- Jan 08
Gerard GiordanoCFOView Profile, Gerard GiordanoJoshua PineInterim CFOView Profile, Joshua PineLevi ChangChief Financial OfficerView Profile, Levi Chang