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
Bny WealthRegional Director of Private BankingApr 21 - PresentBank Of America Private BankSenior Vice President , Private Client Advisor. Aug 17- Apr 21Morgan StanleySenior Vice President, Financial AdvisorMay 15- Aug 17
Matas Cepulis 🩷Founder CEOView Profile, matas čepulis 🩷Tucker StranskySolutions ManagerView Profile, tucker stranskyAlastair LeeDirector And FounderView Profile, alastair lee