****** *****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Seapoint Wealth AdvisorsWealth Advisor, The Warter GroupOct 23 - PresentPlanmember Financial CorporationFinancial AdvisorJan 21- Oct 23Russell InvestmentsRegional Director-Southern California (Orange County/San Diego)Jan 10- Dec 21
Wim Kees Van HoutCommercial Banking Group ManagerView Profile, Wim Kees Van HoutRyan SmithAssociate Director Of Treasury OperationsView Profile, Ryan SmithHeiko SchaeferPw C Partner Tax Reporting StrategyView Profile, Heiko Schaefer