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
AtlasFounding Advisor, Director of Wealth AdvisoryJan 24 - PresentLido Advisors LlcVice President, Wealth AdvisorJan 21- Jan 24GeowealthSenior Operations AnalystFeb 20- Jan 21
John LuedyHead Of Auto Finance CollectionsView Profile, John LuedyCliffton DouangdaraSenior Director Fidelity Institutional Wealth Management Services Client ExperienceView Profile, Cliffton DouangdaraCheryl KellyPartner In Finance Financial Restructuring And Real Estate Practice AreasView Profile, Cheryl Kelly