Account Type******* *****Account Owner**** *******Account Opps/Deals***** *******Closed Won • Oct 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
🤖 Ron SchwartzCo FounderView Profile, 🤖 ron schwartzScott WilderPresident Residential ManagementView Profile, scott wilderKevin DesantoManaging Director And Co FounderView Profile, kevin desanto