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
Rbc Wealth ManagementSenior Vice President - Financial AdvisorMay 20 - PresentMorgan StanleyExecutive Director / Financial AdvisorFeb 13- May 20Bear Stearns CompanySenior Managing DirectorDec 84- Jun 09
Michael EbyChief Financial OfficerView Profile, michael ebyAlessandro ColomboVP Finance BIView Profile, alessandro colomboDave AzadCo Chief Investment Officer Head Of Private Investments And PartnerView Profile, dave azad