Account Type*** ***Account Owner*** ********Account Opps/Deals******** ***Closed Won • Dec 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
Ron FontanettaPrincipalView Profile, ron fontanettaChris WaltonDirector CL DView Profile, chris waltonJeff RoweTeam Manager Wrap ReportingView Profile, jeff rowe