Account Type*** ******Account Owner**** *******Account Opps/Deals***** ******Closed Won • Mar 25****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
ComplyadvantageChief Financial OfficerOct 21 - PresentMoelis CompanyManaging DirectorJan 10- Sep 21CitiAnalystJul 07- Dec 09
Brandon KehlAssitant Vice President Wealth Managment AssociateView Profile, Brandon KehlShomari MccrimonsChief Financial OfficerView Profile, Shomari MccrimonsNeil PriceVice President FinanceView Profile, Neil Price