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
U S BankSenior Vice President / Wealth Management ConsultantJan 12 - PresentFirst RepublicSenior Relationship ManagerJan 10- Jan 11
Lila McalpinCo FounderView Profile, Lila McalpinMichelle DunstanChief Responsibility OfficerView Profile, Michelle DunstanAlexandra ZatarainCo Founder VP Of Brand MarketingView Profile, Alexandra Zatarain