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
Oppenheimer Co IncExecutive Director-InvestmentsApr 06 - PresentMorgan StanleyFinancial AdvisorJan 02- Apr 06Prudential FinancialFinancial AdvisorAug 98- Dec 99
Patricia SantosLATAM Finance DirectorView Profile, Patricia SantosJason SchuckChief Financial OfficerView Profile, Jason SchuckDavid LianGlobal Head Financial Regulatory ReportingView Profile, David Lian