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
PathstoneAssociate DirectorMay 23 - PresentFocus Partners WealthAssociate Wealth AdvisorNov 19- May 23Eaton VancePortfolio AdministratorJun 15- Nov 19
Norman SiuRegional Director Pacific NorthwestView Profile, Norman SiuMartin De DreuilleGeneral ManagerView Profile, Martin De DreuilleWolfgang MoehlerDirectorView Profile, Wolfgang Moehler