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
First Republic Private Wealth ManagementSenior Wealth Advisor AssociateSep 15 - PresentWells FargoSenior Client AssociateAug 04- Sep 15
Angelica ParralesSDRView Profile, Angelica ParralesAntje RicharzAccount ManagementView Profile, Antje RicharzBrad NewboldSenior Sales Marketing AnalystView Profile, Brad Newbold