Account Type***** ***Account Owner*** *****Account Opps/Deals*** *****Closed Won • Feb 25****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Bmo Wealth Management U SWealth Management SpecialistApr 24 - PresentStern International BankWire room managerSep 23- Mar 24Silicon Valley BankOperations AnalystMar 17- Sep 23
Daniel OrnsteinInvestment Banking AnalystView Profile, Daniel OrnsteinAletia NeillyProject AccountantView Profile, Aletia NeillyClint BurgessEnterprise Solution Specialist FinancialsView Profile, Clint Burgess