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
J P MorganWealth AdvisorJul 23 - PresentFirst Republic Private Wealth ManagementAssociate Wealth Manager Aug 20- Jul 23TcwAssociate Direct Lending GroupAug 15- Aug 20
Brian SlineyFinancial AdvisorView Profile, Brian SlineyRotem LandaDeputy Chief Financial OfficerView Profile, Rotem LandaAllison MeisenheimerGrant And Contract AccountantView Profile, Allison Meisenheimer