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
Lido Advisors LlcSenior Wealth ManagerMay 23 - PresentFirst Republic Private Wealth ManagementWealth Manager - Managing DirectorJan 19- May 23Wells Fargo AdvisorsSenior Financial AdvisorJan 04- Jan 19
Yuan TianAssociateView Profile, Yuan TianCarolina GrobaDirector Of Group Financial ReportingView Profile, Carolina GrobaKeshav AggarwalAssociateView Profile, Keshav Aggarwal