Account Type******** ***Account Owner******** ********Account Opps/Deals******* ********Closed Won • Oct 24****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, Specialty Asset ManagerMay 23 - PresentUnion BankVice President, Sr. Closely Held Securities AnalystSep 15- May 23Wells FargoTrust Asset ManagerJan 12- Jan 15
Rob WilliamsOwner OperatorView Profile, rob williamsErika MoreeExecutive Learning ConsultantView Profile, erika moreeNicole MonsonSenior Vice President Equity And EngagementView Profile, nicole monson