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
Gerber Kawasaki Wealth Investment ManagementInvestment AdvisorJun 20 - PresentCal Poly Orfalea College Of BusinessEquity Research Analyst - Student Managed PortfolioSep 19- Jun 20Glenn BurdetteTax Administrative AssistantJan 20- Apr 20
Nathan LittrellFinancial AnalystView Profile, nathan littrellLucinda LiuInvestorView Profile, lucinda liuBarb BurkePayroll SpecialistView Profile, barb burke