Account Type****** *****Account Owner**** ******Account Opps/Deals***** *******Closed Won • Nov 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Kayne Anderson RudnickSr. Wealth AdvisorFeb 13 - PresentKeybanc Capital MarketsEquity Research AssociateJan 10- Oct 12Charles SchwabVP-Financial ConsultantMay 00- Aug 07
David HenkelInvestment OfficerView Profile, david henkelYatin GirdharMost Things FinanceView Profile, yatin girdharMiri BickelPartner Head Of Tax Department Cryptocurrency SpecialistView Profile, miri bickel