Account Type**** ******Account Owner**** ******Account Opps/Deals*** ********Closed Won • Oct 24**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
Krista SmithDirector Editorial And PublishingView Profile, krista smithKristi KimExecutive Director Trade Compliance And Export OperationsView Profile, kristi kimBrian FinchVice President Sustainability And The Mastercard Center For Inclusive GrowthView Profile, brian finch