Account Type******** ****Account Owner*** *****Account Opps/Deals*** ***Closed Won • Oct 24***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
Kristi SchaffnerBusiness Strategy LeaderView Profile, kristi schaffnerBob GilbertVice President GTM Strategy Chief EvangelistView Profile, bob gilbertBrent RestonStrategy And Operations Executive Consumer And Wealth DigitalView Profile, brent reston