Account Type******* *****Account Owner***** ******Account Opps/Deals******** ***Closed Won • Oct 24***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
City National RochdaleSenior Portfolio ManagerJan 21 - PresentKespryDeputy Finance DirectorJan 19- Jan 21Sis LlcSenior Financial AdvisorJan 15- Jan 18
Sophia WuPeresonal BankerView Profile, sophia wuKyriacos IoannouInvestment ManagerView Profile, kyriacos ioannouNate RizviSr Finance Manager Marketing ControllerView Profile, nate rizvi