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
Cibc Private Wealth UsSenior Managing DirectorSep 23 - PresentFirst RepublicManaging DirectorJun 22 - PresentFieldpoint PrivateManaging DirectorJan 21- Jun 22
Rob LouvManaging PartnerView Profile, Rob LouvGreg ChewCo FounderView Profile, Greg ChewJeremy HornCo FounderView Profile, Jeremy Horn