Account Type***** ***Account Owner*** *******Account Opps/Deals***** ***Closed Won • Oct 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Pure Financial Advisors LlcChief Financial Officer & Managing PartnerAug 21 - PresentCarson GroupManaging Director, Mergers & AcquisitionsApr 18- Aug 21Focus Financial PartnersSenior Associate - M&AJan 13- Mar 18
Kevin GaoVice President FinanceView Profile, kevin gaoKatrina TomsChief Financial Operating OfficerView Profile, katrina tomsKc BeukerSenior Vice President Bell Capital FinanceView Profile, kc beuker