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
U S BankVice President, Private Wealth AdvisorAug 22 - PresentFifth Third BankRegional ManagerDec 10- Aug 22
Alan HurwitzChief Financial OfficerView Profile, Alan HurwitzJoe NauInvestment Banking Vice PresidentView Profile, Joe NauCamilo LyonChief Investment OfficerView Profile, Camilo Lyon