Account Type******* ***Account Owner****** *****Account Opps/Deals***** ********Closed Won • Nov 24****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Comerica BankRegional Managing Director, Comerica Wealth ManagementMay 23 - PresentUnion BankManaging Director, National Executive Private Wealth ManagementNov 17- Mar 23U S BankSenior Vice-President, Market LeaderNov 14- Nov 17
Joanna WongDirector Direct Reporting To BoardView Profile, joanna wongKim KelliherCo FounderView Profile, kim kelliherNivrith SekharExecutive DirectorView Profile, nivrith sekhar