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
Carson GroupManaging Partner, M&A Integration and Advisor StrategyJan 19 - PresentWells FargoSenior Vice President, Wells Fargo Private BankOct 01- Oct 11Piper JaffrayVice President, Private Advisory ServicesJun 88- Jan 01
Juan JimenezVice PresidentView Profile, Juan JimenezKatie MaciasVP Strategic InitiativesView Profile, Katie MaciasWilliam LiVP Of New Business DevelopmentView Profile, William Li