Account Type****** *******Account Owner***** ******Account Opps/Deals**** ********Closed Won • Oct 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Kp Wealth AdvisorsFinancial AdvisorAug 24 - PresentLpl FinancialFinancial AdvisorAug 23 - PresentNorth Star Resource GroupFinancial AdvisorApr 21- Aug 23
Alison LewandoskiAssociateView Profile, alison lewandoskiWenping ZhouInvestment AssociateView Profile, wenping zhouGrace BaijuInvestment Banking AssociateView Profile, grace baiju