Account Type***** ***Account Owner******* ***Account Opps/Deals**** ****Closed Won • Jan 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
Aaron LibermanSenior Vice President Wealth ManageView Profile, Aaron LibermanCori WilsonVice President Finance And OperationsView Profile, Cori WilsonPhilip ReicherstorferGroup Treasurer Vice President Treasury IR Captive FinanceView Profile, Philip Reicherstorfer