Account Type****** ******Account Owner*** *******Account Opps/Deals**** *****Closed Won • Oct 24****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
City National RochdalePortfolio ManagerAug 17 - PresentUbsSenior Wealth Strategy AssociateApr 14- Jan 17Diamond Capital AdvisorsInvestment Banking AssociateSep 12- Apr 14
Simon TamSenior Accounting ManagerView Profile, simon tamJim BolgerCFOView Profile, jim bolgerLigal ShapiroCorporate ControllerView Profile, ligal shapiro