Account Type******* ******Account Owner*** ********Account Opps/Deals******* *****Closed Won • Feb 25**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
The Bahnsen GroupChief Investment Officer, Managing PartnerApr 15 - PresentMorgan StanleyManaging Director, Wealth Advisor, Senior Portfolio ManagerMay 07- Apr 15UbsFirst Vice President - InvestmentsAug 01- May 07
John MccauleyFounder At Preferred Funding Group 847 730 4817View Profile, John MccauleyKevin CoppinChief Financial OfficerView Profile, Kevin CoppinMonish K BhatiaChief Financial Officer Chief Information OfficerView Profile, Monish K Bhatia