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
Financial Network Wealth AdvisorsFinancial AdvisorJan 08 - PresentGolden 1 Credit UnionFinancial ConsultantJan 01- Nov 07Patelco Credit UnionFinancial ConsultantJan 97- Jan 00
Donatas BagaviciusFinancial Planning AnalystView Profile, donatas bagavičiusHudson BeaudoinIncoming Investment Banking Summer AnalystView Profile, hudson beaudoinIrene XuInvestor Relations ManagerView Profile, irene xu