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
Fidelity InvestmentsVice President, Branch LeaderFeb 07 - PresentPacific Capital Resource GroupFinancial AdvisorFeb 06- Feb 07
Sumin TchenPrincipal And FounderView Profile, Sumin TchenSteve YoungChief Executive OfficerView Profile, Steve YoungCharles HodgeChief Executive OfficerView Profile, Charles Hodge