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
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
Don ChauFinance DirectorView Profile, Don ChauBeata LupinskaFinance ManagerView Profile, Beata LupinskaTre HumesFinancial AnalystView Profile, Tre Humes