Account Type***** ******Account Owner****** *******Account Opps/Deals***** ****Closed Won • Mar 25****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Houlihan LokeyVice PresidentDec 23 - Present7 Mile AdvisorsVice PresidentJan 19- Dec 23Willingdon Wealth Management Has Merged W Exencial Wealth Advisors June 2020Research AnalystSep 15- Sep 18