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
The Pacific Bridge CompaniesFinancial AdvisorJan 21 - PresentCapstone Partners Financial And Insurance ServicesFinancial AdvisorJan 18- Jan 21Truecar IncCorporate Finance ConsultantJan 10- Jan 11
Alan LeaMortgage Loan OfficerView Profile, Alan LeaDan KohlerVP Of FinanceView Profile, Dan KohlerNathan KiddSenior Financial Operations ManagerView Profile, Nathan Kidd