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
ComplyadvantageChief Financial OfficerOct 21 - PresentMoelis CompanyManaging DirectorJan 10- Sep 21CitiAnalystJul 07- Dec 09
Cheryl SmithPrivate Wealth Manager Managing DirectorView Profile, Cheryl SmithPatrick BonckAssistant Vice President CommunciationsView Profile, Patrick BonckDan MorganChief Financial OfficerView Profile, Dan Morgan