Account Type*** *******Account Owner******* ******Account Opps/Deals****** *******Closed Won • Mar 25**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Bny PershingDirectorJul 23 - PresentFirst Republic Private Wealth ManagementVice PresidentOct 20- Jul 23E Trade From Morgan StanleyDirector - OperationsOct 18- Jul 19