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
Wealthcare Management ServicesChief Operations OfficerJan 17 - PresentRetirement Wealth StrategiesDirector of Client ServicesJan 08- Jan 17
Robert ConninManaging DirectorView Profile, Robert ConninSang LeeChief Operations Officer Head Of Business Development And PartnershipsView Profile, Sang LeeJohn OuyangManaging DirectorView Profile, John Ouyang