Account Type***** ******Account Owner***** ****Account Opps/Deals******** ****Closed Won • Nov 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Lido Advisors LlcSenior Wealth ManagerMay 23 - PresentFirst Republic Private Wealth ManagementWealth Manager - Managing DirectorJan 19- May 23Wells Fargo AdvisorsSenior Financial AdvisorJan 04- Jan 19
Simon Elad AmiraVP Of FinanceView Profile, simon elad amiraKylie CleelandPayroll SupervisorView Profile, kylie cleelandJulie GriffithsDirector Revenue Subscriber ForecastingView Profile, julie griffiths