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
JpmorganchaseVice President, Relationship Manager, J.P. Morgan Private ClientJul 23 - PresentFirst RepublicSenior Preferred Banker (PE/VC Specialist)Jul 11- May 24Wells FargoManagerOct 08- Jul 11
David SwansonVice President For Revenue OperationsView Profile, David SwansonRobertas DanielianasChief Revenue Officer CROView Profile, Robertas DanielianasJeff KrogmannVice President Sales Marketing And Product DevelopmentView Profile, Jeff Krogmann