Account Type***** ******Account Owner******** *****Account Opps/Deals******* ******Closed Won • Jul 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Comerica BankSenior Vice President/Managing Director - Equity Fund ServicesSep 06 - PresentUnion BankVice President Private BankingJan 04- Dec 06Silicon Valley BankVice President - Relationship ManagerAug 98- Dec 04
Dale McerleanVice President Finance TDView Profile, dale mcerleanAmichai PerryVice President Fund FinanceView Profile, amichai perryLonnie GraverChief Financial OfficerView Profile, lonnie graver