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
Fidelity InvestmentsVice PresidentMay 16 - PresentMorgan StanleyPrivate BankingJan 14- May 16Wells FargoVice President - Relationship ManagerJan 06- Jan 14
Mark RogersVice President Quality And Regulatory AffairsView Profile, Mark RogersLeonard FerberPartner And Co Chair Technology Practice GroupView Profile, Leonard FerberCatherine ArcilaChief Administrative Officer Regional CentroView Profile, Catherine Arcila