Account Type*** ********Account Owner****** ******Account Opps/Deals**** *******Closed Won • Jan 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
John K Mcgill Company IncTax and Business Planning AdvisorFeb 18- Jun 22Dimensional Fund AdvisorsAssociateJun 16- Jan 18United Capital Financial Advisors LlcWealth ManagerMar 14- Jun 16
Mary GranadosAssociate Director Global Expert Input Medical EducationView Profile, Mary GranadosKai Hsien YangDirectorView Profile, Kai Hsien YangSamuel BurrPersonal Goal PursuitView Profile, Samuel Burr