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
TrinetDirector, TriNet Financial Services - Enterprise Relationship ManagementSep 17 - PresentHsbcVice President, Institutional RMJan 14- Sep 17J P Morgan Private BankVice President, J.P. MorganJun 10- Oct 13
Hazar SbinatiDirector Of Technology Wealth Investment ManagmentView Profile, Hazar SbinatiMichael FasshauerDirector Consumer Loan OriginationsView Profile, Michael FasshauerVaneesa ClineFinancial Planner Principal Head Curator CLU CHS™ PFA™ BCSView Profile, Vaneesa Cline