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
Bluestone FinancialFinancial AdvisorMay 20 - PresentWells Fargo AdvisorsAssistant Vice President – Investments, Financial AdvisorJul 10- May 20Capital OneFinancial AdvisorJul 08- Jun 10
Tao WuHead Of FinanceView Profile, Tao WuBenjamin TrottFinancial DirectorView Profile, Benjamin TrottBrandon FordFinancial DirectorView Profile, Brandon Ford