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
Optimize Wealth ManagementSenior VP, Fund ManagmentAug 17 - PresentHolliswealthInvestment AdvisorSep 10- Jul 17
Mike ThomasVP FinanceView Profile, Mike ThomasWaifa ChauChief Financial OfficerView Profile, Waifa ChauAnna KingChief Financial OfficerView Profile, Anna King