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
Rubach Wealth Holistic Family Advisors™PresidentNov 12 - PresentOffice Of The Public GuardianMember of the Investment Advisory CommitteeJan 19 - PresentTranspodAdvisory BoardOct 18 - Present
Federico EspriuFounderView Profile, federico espriuAriel AguilarVice PresidentView Profile, ariel aguilarFrederick StanichevLimited PartnerView Profile, frederick stanichev