Account Type****** ***Account Owner**** *****Account Opps/Deals***** ********Closed Won • Oct 24**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Regions BankVP & Treasury Management Officer ► Client Acquisition | Commercial Accounts | Pricing & ContractsAug 08 - PresentInvestecVP, Investments & Wealth Management ► High Net Worth Individuals | BusinessesJan 02- Dec 03SeiLiquidity Sales Executive ► National & Regional MarketsJan 96- Dec 01
Melvin SanchezBooks Accounts ManagerView Profile, melvin sanchezEmmy WachtmeisterEquity Research Analyst And Associate Portfolio Manager Of Mid Cap GrowthView Profile, emmy wachtmeisterIdan GoldsteinHead Of Structured Export FinanceView Profile, idan goldstein