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
Rothschild CoPrivate Banking Client AdviserFeb 23 - PresentCredit SuisseRelationship ManagerMar 18- Dec 22Excaliber CapitalAccount ManagerMay 14- Mar 18
Julie AcevedoProject ManagerView Profile, Julie AcevedoDaniel J OconnorConsultant PrincipalView Profile, Daniel J OconnorRoger SanoSenior Producer Pursuit LeadView Profile, Roger Sano