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
AllstateZone Finance ManagerFeb 15 - PresentDesert Financial Credit UnionFinancial AnalystMay 13- Feb 15Charles SchwabRegistered RepresentativeFeb 11- Apr 13
George KeaneAnalyst Financial Institutions GroupView Profile, George KeaneVaish BPrivate Equity AssociateView Profile, Vaish BMarcelino RiveraAssociateView Profile, Marcelino Rivera