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
City National RochdaleAssociate Portfolio ManagerDec 21 - PresentBank Of AmericaPrivate Bank Senior Associate - High Net WorthFeb 21- Dec 21Bank Of America Private BankAssistant Portfolio Manager - High Net WorthNov 18- Feb 21
Jeff OchsVP Of FinanceView Profile, jeff ochsBen LittleAccounting AnalystView Profile, ben littleMohammed ShadirAssistant ControllerView Profile, mohammed shadir