Account Type*** *******Account Owner******** ***Account Opps/Deals*** ********Closed Won • Mar 25****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Northern TrustSr. Vice President / Managing Wealth AdvisorJul 17 - PresentJ P MorganExecutive Director / Wealth StrategistMar 12- Jun 17Bernstein Private Wealth ManagementDirector - Wealth Management GroupApr 97- Mar 12
Patrick HolmesWells Fargo Corporate Risk Vice PresidentView Profile, Patrick HolmesVictoria PacheVice President Of Accounts GrowthView Profile, Victoria PacheMohamed ElshrkawyAssistant GovernorView Profile, Mohamed Elshrkawy