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
Cayden Wealth ManagementPresident and Senior Financial PlannerMay 19 - PresentDa CapitalChief Operating OfficerJan 19 - PresentCharles SchwabVP - Financial ConsultantNov 13- Dec 18
Yossi SaksChief Financial OfficerView Profile, Yossi SaksMark HermanManaging Partner Chief Financial OfficerView Profile, Mark HermanJudy Wong GuevaraFSD PresidentView Profile, Judy Wong Guevara