Account Type****** ****Account Owner**** ***Account Opps/Deals******* *****Closed Won • Feb 25**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Sequoia Financial GroupSr V.P. Wealth Advisor and ShareholderNov 24 - PresentEide Bailly LlpCERTIFIED FINANCIAL PLANNER™, Principal & Wealth AdvisorSep 12- Nov 24
Bailey WongSenior AccountantView Profile, Bailey WongEti MichaeliSenior Accountant And Payroll Manager At Gong IoView Profile, Eti MichaeliSam RiesterSenior Financial AnalystView Profile, Sam Riester