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
Kayne Anderson RudnickSr. Wealth Advisor - Senior Vice PresidentJan 15 - PresentWells FargoPrivate Banker, Vice PresidentMar 09- Dec 14Bank Of AmericaPremier Client Manager, Assistant Vice PresidentFeb 05- Jan 09
John WrightLead Risk Billing AnalystView Profile, John WrightValerie Y SmithSenior Credentialing AnalystView Profile, Valerie Y SmithMaor Gordon GutermanSenior Manager Private Equity GroupView Profile, Maor Gordon Guterman