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
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
Trez MooreManaging Director Head Of Capital MarketsView Profile, trez mooreGreg TretickVice President FinanceView Profile, greg tretickDale MccormickChief Financial OfficerView Profile, dale mccormick