Account Type******* ********Account Owner*** ******Account Opps/Deals******** *****Closed Won • Dec 24**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
Jan MarsonFaculty MemberView Profile, jan marsonLisa HughesConsultantView Profile, lisa hughesYafit ShetachConference Floor Manager Personal AssistantView Profile, yafit shetach