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
Bernstein Private Wealth ManagementVice President, Private Wealth AdvisorMar 25 - PresentFifth Third Private BankSenior Vice President, Wealth Management AdvisorAug 21- Mar 25Urban Green LabDirector At LargeJan 20- Dec 23
Andrea MckeagueVice President Senior Municipal Credit Analyst First Trust AdvisorsView Profile, Andrea MckeagueJohn MorrisVice President Of Finance And OperationsView Profile, John MorrisTimothy WalshPartner And Chief Investment OfficerView Profile, Timothy Walsh