Account Type****** *****Account Owner**** ********Account Opps/Deals*** *******Closed Won • Feb 25***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
The Legend GroupFinancial AdviserNov 13 - PresentNew England FinancialFinancial RepresentativeJul 12- Aug 13
Ivan OngFinancial Services ConsultantView Profile, Ivan OngKatie YaoAssociateView Profile, Katie YaoPatrick MoranInvestor AdvisorView Profile, Patrick Moran