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
Fisher InvestmentsInvestment CounselorMay 24- Nov 24Foster Victor Wealth AdvisorsPortfolio ManagerFeb 22- Dec 23Blw Wealth ManagementStrategic PartnershipsSep 19- Mar 20
Adam ShapiroInvestor Relations Account ManagerView Profile, adam shapiroBonnie CollinsSenior AccountantView Profile, bonnie collinsAdebola SomorinSenior Associate Financial ServicesView Profile, adebola somorin