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
Atherton Capital AdvisorsManaging PartnerJul 23 - PresentSperry CommercialVice PresidentNov 17- Jan 19Nai NorcalInvestment AdvisorNov 16- Nov 17