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
City National RochdaleManaging DirectorSep 20 - PresentFirst Republic Private Wealth ManagementManaging Director Sep 18- Sep 20New York Life Insurance CompanyAdvanced Planning Field Support ManagerJan 03- Sep 18
Lyle DowneyPartnerView Profile, lyle downeyCalum A Macdonald CaB 2 B Learning ManagerView Profile, calum a. macdonald caDinesh BatraManager Shared Services APView Profile, dinesh batra