Account Type****** ******Account Owner****** *****Account Opps/Deals****** *****Closed Won • Jan 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Merrill LynchManaging Director - Wealth ManagementOct 18 - PresentWells Fargo Private BankManaging DirectorJan 14- Oct 18Merrill LynchTrust and Estate SpecialistJan 08- Feb 14
Andrew LockhartCofounder CEOView Profile, Andrew LockhartJoe WuFounder CEOView Profile, Joe WuAkif CildanCo Founder CEOView Profile, Akif Cildan