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
BlackrockAssociate Portfolio SpecialistSep 24 - PresentFirst RepublicSenior Investment Operations AnalystDec 20- Jun 23First Republic Private Wealth ManagementAssociate Director Of OperationsOct 15- Dec 20
Moiz ShahGrowth Biz DevView Profile, moiz shahRichard BusserBusiness DevelopmentView Profile, richard busserMary Frances DavidsonArea Business ManagerView Profile, mary frances davidson