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
Private Vista LlcSenior AdvisorJun 15 - PresentMorgan StanleyFinancial AdvisorDec 12- May 15Creighton Federal Credit UnionMember Services RepresentativeJul 12- Dec 12
Sharmin BanuPrincipal Executive Team Coach Tech STEM FocusView Profile, Sharmin BanuTristan GardnerSenior Business ConsultantView Profile, Tristan GardnerRussell ChanSenior Team StrategistView Profile, Russell Chan