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
Cfa Society Of St LouisPresidentJun 23 - PresentU S BankSenior Portfolio Manager - Team LeadApr 20 - PresentWells FargoPortfolio Manager - Wells Fargo Investment Institute - Global Portfolio ManagementApr 08- Apr 20
Shannon BlockChief Strategy Officer CSOView Profile, Shannon BlockTony PattiCo CEOView Profile, Tony PattiSivan YechieliCEOView Profile, Sivan Yechieli