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
Harbor Crest Wealth AdvisorsFounder & CEOAug 19 - PresentBoston Portfolio Advisors IncSenior ManagerMar 18- Aug 19Iii Capital ManagementAgency MBS TraderOct 13- Nov 17
Hanadi SaidCo Founder CEOView Profile, Hanadi SaidAlison MundyFounder And PrincipalView Profile, Alison MundyShawn RogersCEO And BARC Fellow BARC USView Profile, Shawn Rogers