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
Bank Of America Private BankVice President, Portfolio ManagerJan 16- Nov 19U S TrustAssistant Vice President, Portfolio ManagerApr 11- Jan 16
Adrian DaviesAdrian Davies Experience Financial Planning Partner PracticeView Profile, Adrian DaviesAnnie DelgadoChief Risk OfficerView Profile, Annie DelgadoAsma SafraouiInvestment Professional Private EquityView Profile, Asma Safraoui