Account Type*** ********Account Owner******** ***Account Opps/Deals*** ******Closed Won • Nov 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Goldman SachsVice President, Private Wealth AdvisorAug 23 - PresentCredit SuisseHead of West Coast Institutional Equity SalesJan 22- Aug 23Wells FargoDirector, Institutional Equity SalesAug 18- Dec 21
Matt BrodnikChief Investment OfficerView Profile, matt brodnikDiana H ClarkVP Corporate ControllerView Profile, diana h. clarkDavid ZwickChief Financial OfficerView Profile, david zwick