Account Type******* ******Account Owner******** ********Account Opps/Deals******* ****Closed Won • Feb 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
Bob DestenoExecutive ChairmanView Profile, Bob DestenoTonia DobbeVP Of Operational Excellence StrategyView Profile, Tonia DobbeMomchil KyurkchievChief Strategy OfficerView Profile, Momchil Kyurkchiev