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
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
Mike ReynoldsChief Financial OfficerView Profile, Mike ReynoldsMichael KirshbaumChief Financial OfficerView Profile, Michael KirshbaumJesse WunderlinChief Financial OfficerView Profile, Jesse Wunderlin