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
Kp Wealth AdvisorsFinancial AdvisorAug 24 - PresentLpl FinancialFinancial AdvisorAug 23 - PresentNorth Star Resource GroupFinancial AdvisorApr 21- Aug 23
William GenesenInvestorView Profile, William GenesenDavid DemartinoAnalyst U S Technology Investment BankingView Profile, David DemartinoRafael AgostoCorporate Finance Operational Project AssistantView Profile, Rafael Agosto