Account Type******* *****Account Owner**** ********Account Opps/Deals*** *******Closed Won • Feb 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Morgan StanleyExecutive DirectorApr 21 - PresentWells Fargo AdvisorsPrivate Wealth Financial AdvisorSep 06- Apr 21
Joe GarafaloCo FounderView Profile, Joe GarafaloJames HanCOO Co FounderView Profile, James HanDylan CollinsChairmanView Profile, Dylan Collins