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
Wells FargoFinance ManagerSep 07- Sep 15PwcSenior AssociateOct 06- Sep 07KpmgSenior AssociateJan 00- May 05
Michael MarksChief Financial OfficerView Profile, michael marksJeffrey AbrayVP Global Head Of Financial ServicesView Profile, jeffrey abrayBruce BeerbowerExecutive Director JP Morgan Wealth ManagementView Profile, bruce beerbower