Account Type*** ******Account Owner******* ******Account Opps/Deals****** ********Closed Won • Nov 24****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
BarclaysHead of Asset and Wealth Mgt Banking AmericasJun 23 - PresentUbsExecutive Director - FIG, Asset ManagementJan 10- Jan 16Grail Partners LlcDirector, Private Equity and Investment Banking, Asset ManagementJan 05- Jan 10
Steve NelsonChief Financial OfficerView Profile, steve nelsonJohn WeisenseelSenior Vice President Chief Financial OfficerView Profile, john weisenseelLeah GrayVice President Finance ControllerView Profile, leah gray