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
Fidelity InvestmentsFinancial ConsultantAug 22 - PresentMerrill LynchVP Financial AdvisorSep 18- Aug 22Roth Capital PartnersEquity Research InternNov 16- May 17
Patricia MetzAccountantView Profile, patricia metzWill RichardsonPrivate Equity AssociateView Profile, will richardsonDavid Romero SiekmanFinancial Planning Analyst At Nine Dot EnergyView Profile, david romero siekman