Account Type******* ***Account Owner******** ********Account Opps/Deals******** ***Closed Won • Mar 25***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Clear StreetManaging Director - Institutional SalesJan 25 - PresentWells FargoManaging Director - Wells Fargo Private BankJul 01- Jan 25UbsSenior Vice President / Director, Equity Division - Institutional Equity Research Sales (1998-2001)Jan 96- Jan 01