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
Macquarie GroupProduct Manager - Private MarketsJan 23- Dec 24First Republic Private Wealth ManagementVice President, OperationsJul 15- Jul 22National Securities CorporationJr. Principal / Registered Representative Jan 11- May 15
Brad KnudsenSenior Manager Product MarketingView Profile, Brad KnudsenKristel Cae PProduct Management SupervisorView Profile, Kristel Cae PJoanne ShamshoumProduct DesignerView Profile, Joanne Shamshoum