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
Bank Of America Private BankVice President, Portfolio ManagerJan 16- Nov 19U S TrustAssistant Vice President, Portfolio ManagerApr 11- Jan 16
Lia LaurFinanceView Profile, lia laurMaximilian SchenzleSenior Financial Planning Analysis ManagerView Profile, maximilian schenzleHelen CowardTax PartnerView Profile, helen coward