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
Charles SchwabVP, Regional Banking ManagerMay 18 - PresentMorgan StanleyPrivate BankerNov 15- May 18Wells Fargo AdvisorsArea Sales ManagerFeb 08- Oct 15
Elaine MalitAssociate Vice PresidentView Profile, elaine malitPaul CarthyVice President Equity Research Portfolio Manager For Global Ethical Value StrategyView Profile, paul carthyPaul StaplesSTAPESX Baa S And Embedded Finance Executive NED Advisory To PE And VCView Profile, paul staples