Account Type**** ***Account Owner**** ******Account Opps/Deals***** *****Closed Won • Nov 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Nylife Securities LlcFinancial Services ProfessionalSep 19 - PresentImperial Capital LlcVice PresidentMay 18- Oct 18KbwManaging DirectorApr 02- Apr 18
Amy RichardsUltra High Net Worth Underwriting AssociateView Profile, amy richardsCrystal LockwoodAsset Allocation AnalystView Profile, crystal lockwoodShanshan RuanAssociateView Profile, shanshan ruan