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
Wells FargoStrategic Planning - Wealth & Investment ManagementMar 11 - PresentSandler InnocenziProduction DirectorJan 10- Jan 11Santa Clara UniversityAssistant Director, Santa Clara FundJan 07- Jan 10
David ShapiroPartner And Chair Of Tax Compensation And Benefits PracticeView Profile, David ShapiroNiall CowmanHead Of FinanceView Profile, Niall CowmanBrian MunnControllerView Profile, Brian Munn