Account Type***** ****Account Owner***** ********Account Opps/Deals****** *******Closed Won • Feb 25**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Morgan StanleyDirector Wealth ManagementAug 22 - PresentHomepointDirector - Processing Aug 19 - PresentPennymacMortgage Loan SpecialistMar 17- Jul 18
Tim KolberManaging Director Accounting And Reporting Advisory ServiceView Profile, Tim KolberBrian McdonaldHead Of Distribution Leader Experience Wealth ManagementView Profile, Brian McdonaldJohn JadachSenior Managing Director Head Of U S Direct Lending Portfolio ManagementView Profile, John Jadach