Account Type***** ********Account Owner**** ***Account Opps/Deals******** ********Closed Won • Jan 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
CressetDirectorApr 23 - PresentFirst Republic Private Wealth ManagementSenior Registered Client Service AssociateAug 18- Apr 23UbsClient Services AssociateJun 14- Jul 18
Scott KoerlinDirector Of Revenue MarketingView Profile, Scott KoerlinNicole SantistevanMarketing CoordinatorView Profile, Nicole SantistevanBryce NoblesHead Of Growth MarketingView Profile, Bryce Nobles