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
International Assets AdvisoryChief Financial Officer / FINOPJan 20 - PresentFinraFINRA Small Firm Committee MemberJan 14- Dec 16
Geoffrey JinnahVice President Corporate Banking Consumer RetailView Profile, Geoffrey JinnahConnie YuenVP Of Finance And AccountingView Profile, Connie YuenLiz SchroderSenior Vice President Financial AdvisorView Profile, Liz Schroder