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
United Success Wealth ManagementManaging Partner, Chief Investment OfficerFeb 23 - PresentFortis Capital AdvisorsSenior Vice President, Portfolio ManagerFeb 22- Jan 24Merrill LynchSenior Financial Advisor, Senior Vice PresidentJun 15- Mar 22
Conrad MccartyCFOView Profile, Conrad MccartyBrian RiceChief Financial OfficerView Profile, Brian RiceChen GengInterim Chief Financial OfficerView Profile, Chen Geng