Account Type**** ********Account Owner*** ********Account Opps/Deals******* ****Closed Won • Jan 25**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Wells Fargo AdvisorsSenior Financial Advisor, First Vice President - Investments Sep 23 - PresentCitizensFinancial Advisor at Citizens Private ClientSep 15- Apr 24VanguardProject ManagerJan 97- Sep 15
Abby PattersonProject Lead TreasuryView Profile, Abby PattersonValerie ArcinGrands Comptes Lead Pharmacie GrossistesView Profile, Valerie ArcinArjun ThakkarPrincipal Private EquityView Profile, Arjun Thakkar