Account Type******* ****Account Owner******* ***Account Opps/Deals*** ***Closed Won • Nov 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
Jeff KennedyVice President Fleet And SustainabilityView Profile, jeff kennedyJeff YaoPartnerView Profile, jeff yaoRich VernettiChief Technology OfficerView Profile, rich vernetti