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
Cerity PartnersPartnerMar 23 - PresentSvb Wealth Advisory IncManaging DirectorJul 13- Mar 23American ExpressVice President & Tax CounselJan 06- Jan 09
Nicolas CharlesBusiness Developer I ERP SAP IView Profile, Nicolas CharlesCurtis WallaceProduction Technician TempView Profile, Curtis WallaceRafael GonzalezSenior Community Engagement Project Manager HIV Vaccine Trials Network COVID 19 Prevention NetworkView Profile, Rafael Gonzalez