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
Merrill LynchPrivate Wealth Manager, Senior Vice PresidentOct 20 - PresentWells Fargo Private BankWealth Advisor, Senior Vice President at Wells Fargo Private BankMay 16- Oct 20Citizens JmpManaging DirectorJul 09- May 16
Daniel BowmanChief Financial OfficerView Profile, daniel bowmanAnn DawsonVP Finance NATURIUMView Profile, ann dawsonBella HovanesianVP Of Finance AccountingView Profile, bella hovanesian