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
Sgr Wealth ManagementFinancial AdvisorMay 24 - PresentInvestia Financial ServicesFinancial AdvisorMay 24 - PresentGp Wealth Management CorporationAssociate AdvisorJul 23- May 24
Shu Ping TanFinancial Services ConsultantView Profile, shu ping tanLukas HeinzeAssociate Technology Investment BankingView Profile, lukas heinzeRyan MccarthyInvestorView Profile, ryan mccarthy