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
Citizens Private BankTreasury AdvisorAug 24 - PresentFirst RepublicTreasury Management Sales AssociateSep 13- Sep 24VanguardRetirement Services SpecialistOct 12- May 13
Cherie TangAssociate DirectorView Profile, Cherie TangBrent HuiChief Revenue Officer Chief Financial OfficerView Profile, Brent HuiDavid MorrisManager AccountingView Profile, David Morris