Account Type*** *******Account Owner*** ****Account Opps/Deals**** *******Closed Won • Nov 24****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
QuilterFinancial AdviserFeb 20 - PresentMf GlobalRepo/Short Term Interest Rate TraderDec 10- Jan 12Lehman BrothersSecurities Lending Settlements OfficerSep 89- Aug 93
Marcio BokaVC PE InvestorView Profile, marcio bokaWilliam B EvansInvestment Operations Manager RetiredView Profile, william b evansPhilip RuddFinancial AdviserView Profile, philip rudd