Account Type******** ******Account Owner**** *******Account Opps/Deals******* *******Closed Won • Dec 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Incline Wealth Advisors LlcOwner, Wealth AdvisorJan 20 - PresentElder High SchoolElder Board of Trustees MemberAug 24 - PresentMake A Wish AmericaEmerging Leaders Advisory Board MemberNov 21- Apr 23
Matthias SillerEMEA Equities Fund ManagementView Profile, matthias sillerMaggie LiAccounting ClerkView Profile, maggie liMaria VygodinaInternal AuditView Profile, maria vygodina