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
EgnyteManager, Financial ServicesOct 21 - PresentU S Bancorp Investments IncWealth Management AdvisorJul 19- Mar 21JpmorganchasePrivate Client AdvisorMay 17- Jul 19
Madison BSenior Finance Programs SpecialistView Profile, Madison BMatt FeinsteinSr Business Development Manager Private Capital TransactionsView Profile, Matt FeinsteinMicheel Adriana Rodriguez MerchanSenior Accountant AnalystView Profile, Micheel Adriana Rodriguez Merchan