Account Type***** *******Account Owner****** ******Account Opps/Deals****** ***Closed Won • Feb 25****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Performance Trust Capital PartnersManaging Director, Client Insights & AnalyticsJul 20 - PresentScarsdale Synagogue Temples Tremont And Emanu ElTrusteeJan 22 - PresentSandler Oneill Partners L PDirector, Balance Sheet Analysis and StrategyDec 09- Jul 20
Amit ModhaGlobal Head Of Enterprise Risk And Financial Crime Compliance SMF 17View Profile, Amit ModhaRyan MooreFinancial ConsultantView Profile, Ryan MooreDave TaylorPipeline Building Strategist To The Financial Services IndustryView Profile, Dave Taylor