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
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
Rhett KasparianPresident CEOView Profile, Rhett KasparianRick KickertCo Founder CEOView Profile, Rick KickertJannene LitchfieldPresidentView Profile, Jannene Litchfield