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
Resilient AdvisorPresident & Chief Investment StrategistJan 15 - PresentOpal CapitalPartnerApr 24 - PresentFinancialadvisor TvFounder & HostJan 21 - Present
Greg MeyerRetiredView Profile, Greg MeyerNathan LambOwner MakerView Profile, Nathan LambSanket ShahDeputy General ManagerView Profile, Sanket Shah