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
Western Alliance BankEnterprise RiskDec 22 - PresentUsaaExecutive Director, Head, Risk and Model AuditApr 21- Sep 22Grant Thornton UsNational DirectorJul 17- Mar 21
Cassandra WyrickRetirement Plan AdvisorView Profile, cassandra wyrickNatasja SoeteweySpecialist Accountant APView Profile, natasja soeteweyJoshua CohenPartner Wealth Management AdvisorView Profile, joshua cohen