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