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
Morgan StanleyVice President - Wealth Management, Financial AdvisorMay 20 - PresentUbsVice President - Wealth ManagementFeb 12- May 20Merrill LynchVice President, Senior Financial AdvisorMar 97- Feb 12
Kimberly Wright BackusChief Financial OfficerView Profile, Kimberly Wright BackusBhawna NirulaVice President Of Payment OperationsView Profile, Bhawna NirulaLouis FitzgeraldVice President Commercial BankingView Profile, Louis Fitzgerald