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
Empirical Wealth ManagementAssociate Financial AdvisorSep 22 - PresentCarson WealthWealth AdvisorJan 22- Sep 22Wells FargoSenior Client AssociateAug 10- May 15
Neil OrourkeInstitutional Equity TraderView Profile, neil o'rourkeRocio Martinez GutierrezEspecialista De Planeacion FinancieraView Profile, rocio martinez gutierrezMeng DaiInvestment AnalystView Profile, meng dai