Account Type******* ***Account Owner*** *******Account Opps/Deals*** *******Closed Won • Dec 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
City National RochdaleSenior Investment Strategist, Managing Director Apr 15 - PresentUbsPrivate Wealth Advisor/ Senior Vice President-InvestmentsJan 12- Mar 15
Mieshea RoddySr Mortgage SpecialistView Profile, mieshea roddyRyan MSenior Financial Reporting AnalystView Profile, ryan m.Ryan TongInvestment PrincipalView Profile, ryan tong