Account Type*** ****Account Owner******* *******Account Opps/Deals******* ****Closed Won • Aug 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
Dave OlsonControllerView Profile, dave olsonJohn BuckSenior AssociateView Profile, john buckRomy ShayControllerView Profile, romy shay