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
Obermeyer Wealth PartnersVice PresidentJan 21 - PresentTpg Twin Brook Capital PartnersSenior Loan AnalystMay 17- Dec 20Morgan StanleyWealth Management Client Relations and Marketing AssociateJan 15- May 17
Patricia Pat DukeAssistant Vice President Strategic Partnerships Initiatives OfficerView Profile, Patricia Pat DukePat BookVice PresidentView Profile, Pat BookTito Ralph TibiHead Of Business Development And InnovationsView Profile, Tito Ralph Tibi