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
Gerber Kawasaki Wealth Investment ManagementWealth AdvisorJun 20 - PresentCal Poly Orfalea College Of BusinessEquity Research Analyst - Student Managed PortfolioSep 19- Jun 20Glenn BurdetteTax Administrative AssistantJan 20- Apr 20
Elliott PoulinFinancial AnalystView Profile, Elliott PoulinOmer GoldsteinCFOView Profile, Omer GoldsteinMiri FentonAssociateView Profile, Miri Fenton