Account Type*** *******Account Owner******** *******Account Opps/Deals****** *******Closed Won • Dec 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Wells FargoHead of Service, Wealth and Investment ManagementDec 19 - PresentLpl FinancialSVP Service, Trading and OperationsJan 06- Dec 19Washington Mutual BankTrading ManagerDec 03- Jan 06
David DietzNEXUS Global Director Of ImpactView Profile, david dietzJanet LauRetiredView Profile, janet lauMichael DoubinskiManaging DirectorView Profile, michael doubinski