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
U S BankSenior Vice President - Senior Portfolio Manager, U.S. Bank Private Wealth ManagementAug 15 - PresentRbc Wealth ManagementPortfolio AnalystSep 08- Aug 15UbsAssociate Product ManagerDec 06- Aug 08
Courtney FarahControllerView Profile, courtney farahVictor TernerTax PartnerView Profile, victor ternerLisa LathamBusiness ManagerView Profile, lisa latham