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
Cambridge Partners Associates IncDirector, Valuation Services and M&A advisoryMay 18 - PresentCornerstone National Bank Trust CompanyAssistant Vice PresidentMay 13- May 18
Dave NoyleDirector Client Journey Financial PlanningView Profile, Dave NoyleEric BelsleyPartner Co Chair Private Fund Practice GroupView Profile, Eric BelsleyCameron WallaceManaging Director Head Of FX ChannelsView Profile, Cameron Wallace