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
Nepc LlcPrivate Wealth Team Leader, PartnerMar 17 - PresentBmo Family OfficeManaging DirectorFeb 95- Mar 17Rvk IncSenior AnalystJun 91- Feb 95
Amanda SuFinancial Planning And Analysis ManagerView Profile, Amanda SuJeff FlowersChief Operating Chief Financial OfficerView Profile, Jeff FlowersPeter LoewiControllerView Profile, Peter Loewi