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
PwcSenior Asset and Wealth ManagementAug 22 - PresentWilliam K Li Law PllcControllerJan 19- Aug 22Bauman Krasnoff Llp Cpa STax AccountantJan 12- May 17
Chace CarusoSenior Client Partner Financial Services Market LeaderView Profile, Chace CarusoJignesh Jack PatelSenior Commerical BrokerView Profile, Jignesh Jack PatelMorgan StrassburgSenior Financial Operations AnalystView Profile, Morgan Strassburg