Account Type****** *****Account Owner*** ***Account Opps/Deals****** *******Closed Won • Jan 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Bmo Wealth Management U SDirector, Private Wealth AdvisorApr 22 - PresentBny WealthVice President, Client StrategistApr 16- Apr 22First Western TrustVice President, Regional Wealth PlannerOct 13- Apr 16
Jessie Rodriguez IiiChief Financial OfficerView Profile, Jessie Rodriguez IiiMichael MichnowiczPrivate Capital MarketsView Profile, Michael MichnowiczAndy WangIncoming Investment Banking AnalystView Profile, Andy Wang