*** ***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
Dan DonovanVice PresidentView Profile, Dan DonovanJim ChapmanVice PresidentView Profile, Jim ChapmanKuan YenPresidentView Profile, Kuan Yen