Account Type***** ******Account Owner***** *****Account Opps/Deals***** ****Closed Won • Oct 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
Miranda EnersonControllerView Profile, miranda enersonAlex RomagnoliPrincipal Investors Private EquityView Profile, alex romagnoliZaiying LiFinance LeadView Profile, zaiying li