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 RochdaleWestern Divisional Managing DirectorJan 14 - PresentAlliancebernsteinVice President, Private Client Investment AdvisorMar 10- Dec 13Wells FargoMortgage Banking Executive, Vice PresidentOct 06- Dec 08
Diana PerkinsFounder CEOView Profile, diana perkinsMarc SharpeFounder ChairmanView Profile, marc sharpeJonathan BollmanCo Founder ChairmanView Profile, jonathan bollman