Account Type****** ****Account Owner*** ******Account Opps/Deals******** ****Closed Won • Oct 24****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
Steven ThompsonVP Growth MarketingView Profile, steven thompsonMorgan McmeelDirector Of VIP Marketing At TAO ChicagoView Profile, morgan mcmeelCade BoomgardenOwnerView Profile, cade boomgarden