Account Type******* ********Account Owner*** ****Account Opps/Deals******* *****Closed Won • Jan 25***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Sage Path Financial AdvisorsManaging DirectorMar 20 - PresentDunhamAdvisory Board MemberApr 21 - PresentWells Fargo AdvisorsVice President - Investments, Financial AdvisorJan 10- Nov 17
Judith ForsytheVice President Of Field OperationsView Profile, Judith ForsytheEduardo RamirezVice President OperationsView Profile, Eduardo RamirezBob MeyersVice President OperationsView Profile, Bob Meyers