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
City National RochdalePortfolio ManagerAug 16 - PresentFisher InvestmentsSecurities & Fixed Income AnalystJul 10- Aug 16Middlesex Savings BankCredit Analyst InternJun 09- Sep 09
Kim WalchConsulting CFOView Profile, kim walchIan RixTax ManagerView Profile, ian rixStephanie YapFinance ManagerView Profile, stephanie yap