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
Evoke AdvisorsManaging PartnerJun 19 - PresentFirst RepublicSenior Managing Director & Portfolio ManagerJan 13- May 19First Republic Private Wealth ManagementPartnerMay 08- Dec 12
Jonathan ChanExecutive ManagerView Profile, jonathan chanKeegan WatersonB 2 B Strategic Growth PartnershipsView Profile, keegan watersonEd RomanManaging PartnerView Profile, ed roman