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 RochdaleAssociate Portfolio ManagerNov 22 - PresentBank Of America Private BankPortfolio Management Senior AssociateSep 21- Nov 22Merrill LynchFinancial AdvisorSep 19- Sep 21
Jacob SilvermanAssociateView Profile, jacob silvermanStephanie CheungAssociateView Profile, stephanie cheungKate TynanCredit OfficerView Profile, kate tynan