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
CaptrustVice President - Financial Advisor, Private Wealth Management Mar 20 - PresentWells Fargo AdvisorsWealth Management AdvisorMar 07- Mar 20
Jonathan MorettiGlobal VP Of FinanceView Profile, jonathan morettiMary Anne ThomasSVP Treasury Management AdvisorView Profile, mary anne thomasPeter TsangCo Chief Investment Officer Riverside Capital Appreciation FundView Profile, peter tsang