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
Guident WealthManaging Director, Guident Wealth &PartnersMar 25 - PresentWells Fargo AdvisorsSenior Financial Advisor - Managing Director - InvestmentsJan 89- Mar 25
Jeffrey KellyGeneral Manager Financial ServicesView Profile, Jeffrey KellyGeir E UlriksenHead Of Finance Modifications Yard ServicesView Profile, Geir E UlriksenLirong CInterim Finance DirectorView Profile, Lirong C