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
Cambridge AssociatesInvestment AssociateJul 22 - PresentWells FargoWealth and Investment Management Intern at Wells FargoJun 21- Aug 21OuthriveRemote ConsultantJul 20- Aug 20
Wenjuan FanAccounting ManagerView Profile, Wenjuan FanNaim MetaliaAccounting ManagerView Profile, Naim MetaliaArnaldo EscuzaFP A Manager Director Of FP AView Profile, Arnaldo Escuza