Account Type******* *****Account Owner******* *****Account Opps/Deals******** ********Closed Won • Jan 25****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Goldman SachsVice President, Asset and Wealth ManagementJan 21 - PresentGoldman Sachs AycoVice President, Investment ProfessionalSep 11 - PresentWells Fargo AdvisorsFinancial AdvisorSep 07- Sep 11
Dan BesseExperienced Financial Services ExcutiveView Profile, Dan BesseShayne DubeInvestment Banking Executive DirectorView Profile, Shayne DubeAnthony R MedelVice President Financial Planning Analysis FP AView Profile, Anthony R Medel