Account Type**** ****Account Owner*** ********Account Opps/Deals****** ***Closed Won • Nov 24***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
GeowealthClient Portfolio Manager, Investment SolutionsJul 22 - PresentStashManager, Investment Strategy & AdviceJun 20- Jul 22Hg Vora Capital ManagementTraderJul 19- Feb 20
Tj MundyUHNW Private Mortgage BankerView Profile, tj mundyBryan MulrySales CoachView Profile, bryan mulryCameron MairAssistant Relationship Director Leverage CorporatesView Profile, cameron mair