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
BhiAVP Technology BankingJul 21 - PresentHsbcVice President, Senior Relationship ManagerDec 16- Mar 21Wells FargoWealth Management AssociateSep 14- Dec 16
Jana LaffertyAVP Personal Insurance Learning DevelopmentView Profile, Jana LaffertyBrian SchwartzManaging Director Saa S Applications Software Equity ResearchView Profile, Brian SchwartzJustin TempleVice President InvestmentsView Profile, Justin Temple