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
Fisher InvestmentsRegional Vice PresidentMar 22 - PresentWisdomtree Asset ManagementWholesalerAug 18- Mar 22MorningstarWholesalerApr 13- Aug 18
Kevin DoldanChief Financial OfficerView Profile, kevin doldanCornelia CrisciManaging Director Private Wealth AdvisorView Profile, cornelia crisciJohn PlummerChief Financial Officer Company SecretaryView Profile, john plummer