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
Biddle Ranch VineyardTasting Room AssociateJul 24 - PresentCalifornia Polytechnic State University San Luis ObispoStudent Managed Portfolio ProjectSep 23- Jun 24California Wealth Transitions IncInternJul 23- Sep 23
Uriah IgaeliHead Of Legal Yielding AssetsView Profile, uriah igaeliYoung LivingYLEOView Profile, young livingThomas BurkeAdvisorView Profile, thomas burke