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
Wells FargoExecutive Director, Wells Fargo Corporate & Investment BankingSep 22 - PresentMariner Investment Group LlcDirector, Mariner Investment Group's Business DevelopmentJun 19- Sep 22Cello Capital Management LpVice President, Business Development & IRJun 14- May 19
Heeral ShethDirector Private BankingView Profile, Heeral ShethKerry StalnakerVice President Of FinanceView Profile, Kerry StalnakerRebecca E LillyFamily Wealth Director Vice President Financial AdvisorView Profile, Rebecca E Lilly