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
Sgr Wealth ManagementFinancial AdvisorMay 24 - PresentInvestia Financial ServicesFinancial AdvisorMay 24 - PresentGp Wealth Management CorporationAssociate AdvisorJul 23- May 24
Tarun ThomasFinancial AnalystView Profile, tarun thomasDylan BeukersJunior Financial ControllerView Profile, dylan beukersBarbara LuInvestment BankingView Profile, barbara lu