Account Type*** ******Account Owner******** *****Account Opps/Deals****** ****Closed Won • Dec 24***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
City National RochdaleManaging DirectorApr 22 - PresentFirst Republic Private Wealth ManagementAdvanced Financial Planning AssociateSep 19- Apr 22EySenior AssociateJan 18- Sep 19
Valentine HallardResearch AssistantView Profile, valentine hallardSandy GarciaDirector Of Collection InitiativesView Profile, sandy garciaAllen PlugOntologistView Profile, allen plug