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
Morgan StanleyExecutive Director, Private Wealth AdvisorJan 25 - PresentDeutsche BankDirectorSep 21- Jan 25Bank Of America Private BankVice President, Private Client AdvisorMar 18- Aug 21
Hector PenaSr Director Of Finance And ITView Profile, Hector PenaMichael StewardChief Financial OfficerView Profile, Michael StewardSergio GallegosVice President Business Control SpecialistView Profile, Sergio Gallegos