Account Type**** *****Account Owner**** ****Account Opps/Deals*** ********Closed Won • Jan 25**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Goldenstone Wealth ManagementFounder and PrincipalJul 20 - PresentCalifornia State University SacramentoProfessor of FinanceJul 04 - PresentWells Fargo Private BankSenior Vice President - Senior Investment Strategist for California and NevadaOct 14- Jun 20
Francois MazoudierFounder CEOView Profile, Francois MazoudierSam KwongCo Founder CEOView Profile, Sam KwongClint OberChairman CEOView Profile, Clint Ober