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
Sage Path Financial AdvisorsManaging DirectorMar 20 - PresentDunhamAdvisory Board MemberApr 21 - PresentWells Fargo AdvisorsVice President - Investments, Financial AdvisorJan 10- Nov 17
Alex BobbaManaging DirectorView Profile, Alex BobbaPaul KuamooSenior Vice President Of Continuous ImprovementView Profile, Paul KuamooMichael BermanManaging DirectorView Profile, Michael Berman