Account Type*** *****Account Owner**** ****Account Opps/Deals******** ***Closed Won • Dec 24***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Banc Of CaliforniaVP, Client Manager, Fund FinanceJun 18 - PresentDuke FootballStudent Video AssistantFeb 15- Apr 18Square 1 BankIntern, Equity Funds GroupJun 17- Aug 17
Greg AllisonTax Estate And Succession Planning ShareholderView Profile, greg allisonBaylee WakefieldMulti Asset Fund ManagerView Profile, baylee wakefieldJeff ArensmanControllerView Profile, jeff arensman