Account Type**** *****Account Owner**** ********Account Opps/Deals******** ****Closed Won • Dec 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Cerity PartnersSenior Associate | Wealth PlannerMar 23 - PresentSvb PrivateVice President IFeb 23- Mar 23
Quan YuanInvestorView Profile, quan yuanWally FikriPartner Investment ManagementView Profile, wally fikriMelissa ZappalaAccounts Payable ManagerView Profile, melissa zappala