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
Morgan StanleyManaging Director, Private Wealth AdvisorMar 23 - PresentFirst Republic Private Wealth ManagementManaging DirectorOct 22- Mar 23J P MorganExecutive Director & Wealth PartnerOct 15- Nov 22
Matteo MarchettaChief Financial OfficerView Profile, Matteo MarchettaIvan McbrideVP Indirect Business Development LendingView Profile, Ivan McbrideHratch GurunlianChief Financial OfficerView Profile, Hratch Gurunlian