Account Type***** ****Account Owner******* ***Account Opps/Deals*** ***Closed Won • May 25****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Weiser FinancialWealth Managment Portfolio ManagerAug 24 - PresentGw K Investment ManagementSenior Equity AnalystFeb 19- Jan 24