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
Principal Asset ManagementPortfolio StrategistMar 22 - PresentWells FargoPortfolio StrategistApr 97- Mar 22
Justin BoykinAdvisory Board Member Cogent Infotech CorpView Profile, Justin BoykinSunny Tsao OlmanStrategy Planning North Asia MobilityView Profile, Sunny Tsao OlmanLisa HernandezBusiness Consultant AdvisorView Profile, Lisa Hernandez