Account Type**** ******Account Owner******** ***Account Opps/Deals****** *******Closed Won • Oct 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
First Republic Private Wealth ManagementSenior Wealth Advisor AssociateSep 15 - PresentWells FargoSenior Client AssociateAug 04- Sep 15
Daniel SweetWe Buy Texas BusinessesView Profile, daniel sweetRenata SepulvedaGARS LATAM Sales EnablementView Profile, renata sepulvedaRon UngFounder And Sales Strategist Growth PartnerView Profile, ron ung