Account Type*** *****Account Owner******* ***Account Opps/Deals****** ****Closed Won • Nov 24****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Citizens Private WealthSenior Managing Director | Wealth ManagerApr 24 - PresentJ P MorganSenior Managing DirectorJul 23- Apr 24First Republic Private Wealth ManagementSenior Managing DirectorJan 15- Jun 23
Narayanan IyerVP FinanceView Profile, narayanan iyerAlyson HaganExecutive Director Of Finance People And Business OperationsView Profile, alyson haganDavid GreenbaumChief Financial OfficerView Profile, david greenbaum