Account Type******* *******Account Owner******* ****Account Opps/Deals***** ****Closed Won • Jul 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
CitiSenior Vice President - Senior Audit ManagerJul 21 - PresentKpmgManagerSep 11- Jun 21Axa MansardTeam MemberJun 11- Aug 11
Brian KoepselSenior Vice President Of FinanceView Profile, brian koepselPete Marshall CepaManaging Partner Senior Financial AdvisorView Profile, pete marshall cepa®Richard PimentelWealth Management Banker Vice PresidentView Profile, richard pimentel