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
Umpqua BankVP, Private Bank Relationship ManagerFeb 25 - PresentPoppy BankVP, Area ManagerJun 23- Dec 24First RepublicPBO Manager , Private BankingSep 11- Jun 23
Marcel ScheurerChief Financial OfficerView Profile, Marcel ScheurerRobert Bert HazlettManaging Director Partner Equity Research AnalystView Profile, Robert Bert HazlettJason LuceManaging Director Head Of Cyber And Infra Software Investment BankingView Profile, Jason Luce