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
U S BankSenior Vice President / Wealth Management ConsultantJan 12 - PresentFirst RepublicSenior Relationship ManagerJan 10- Jan 11
Carter NeildManaging PartnerView Profile, carter neildNorman CowieExecutiveView Profile, norman cowieJoseph FettermanExecutive Vice PresidentView Profile, joseph fetterman