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
KeybankVice President, Wealth Planner at Key Private BankSep 22 - PresentSvb PrivatePBWM Premier Service Consultant Jul 21- Sep 22Zions BankPractice ManagerApr 14- Jul 21
Darryl MacquarrieSr Director Of FP A And Investor RelationsView Profile, Darryl MacquarrieGregory WardChief Investment OfficerView Profile, Gregory WardBelinda WangVice President Tech Investment BankingView Profile, Belinda Wang