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
First Republic Private Wealth ManagementSenior Wealth Advisor AssociateSep 15 - PresentWells FargoSenior Client AssociateAug 04- Sep 15
Andreas SchmoglSales Manager Microsoft Dynamics 365View Profile, Andreas SchmoglBryan CarrollAccount Strategist Manufacturing UKView Profile, Bryan CarrollAnn SchneiderSales Director Institutional MidwestView Profile, Ann Schneider