Account Type***** ******Account Owner*** ***Account Opps/Deals******* ********Closed Won • Dec 24**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Baluarte Wealth AdvisorsPartner - InvestmentsMay 17 - PresentDeutsche BankVice President - Investment's Deputy DirectorMay 15- Apr 17Banco Privado PortuguesAsset ManagerMar 98- Nov 07
Tom ClevelandBusiness ManagerView Profile, tom clevelandSandra CulverAccounting SpecialistView Profile, sandra culverJohn RodriguezPrivate Equity AssociateView Profile, john rodriguez