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
Raymond JamesDirectorSep 22 - PresentBairdDirector of Private Wealth Management, Associate Financial AdvisorMay 12- Sep 22DeloitteBusiness Risk ConsultantJun 11- May 12
Kim WanContent ManagerView Profile, Kim WanClaire Qingqing ChenDigital Marketing Transformation ManagerView Profile, Claire Qingqing ChenDaniel MoralesDigital Marketing DirectorView Profile, Daniel Morales