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
City National RochdalePortfolio ManagerDec 16 - PresentCity National BankPrivate Client Wealth AnalystJan 14- Nov 16Northwestern MutualAssociate Wealth Management AdvisorJul 13- Jan 14
Taryn EdwardsReconciliations Team OfficerView Profile, taryn edwardsMilana KorenFP A AnalystView Profile, milana korenCandice YoungSenior ControllerView Profile, candice young