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
BlackrockAssociate Portfolio SpecialistSep 24 - PresentFirst RepublicSenior Investment Operations AnalystDec 20- Jun 23First Republic Private Wealth ManagementAssociate Director Of OperationsOct 15- Dec 20
Margaret RakoczyDirector Of National AccountsView Profile, Margaret RakoczyGeoffrey YouEnterprise Account ExecutiveView Profile, Geoffrey YouSpencer RondeauInside Sales RepresentativeView Profile, Spencer Rondeau