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
Evoke AdvisorsPartnerJun 19 - PresentFirst RepublicSenior Vice PresidentDec 12- May 19First Republic Private Wealth ManagementSenior Vice PresidentMay 08- Dec 12
Heidi PoklarManager Of Administrative ServicesView Profile, Heidi PoklarLesley GloverDirector Project Management OfficeView Profile, Lesley GloverSharon GottliebPlatform BuilderView Profile, Sharon Gottlieb