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
Wells Fargo AdvisorsSenior Financial AdvisorJul 22 - PresentTd AmeritradeBranch ManagerFeb 11- Jan 21Wells FargoBusiness Banker & Licensed BankerJan 08- Jan 11
Keith WilsonManaging Partner CEOView Profile, Keith WilsonShai EisenmanFounder CEOView Profile, Shai EisenmanJerry TangChief Executive OfficerView Profile, Jerry Tang