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
Principal Asset ManagementTechnology, Telecom, and Utilities Analyst - Small Cap, SMID CapDec 99 - PresentValue LineGeneralistAug 96- Feb 98
Taylor GilbertControllerView Profile, Taylor GilbertJeff WildesCERTIFIED FINANCIAL PLANNER™View Profile, Jeff WildesJonathan LuuControllerView Profile, Jonathan Luu