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
Fisher InvestmentsVice PresidentMar 22 - PresentPreferred Capital Securities LlcRegional Vice PresidentJan 18- Jan 22Capital GroupInternal WholesalerJan 17- Jan 18
Amber SepulvadoSenior Director Partner EngagementView Profile, amber sepulvadoLisa LatrecheVice PresidentView Profile, lisa latrècheNir HatzavBoard ObserverView Profile, nir hatzav