Account Type**** ***Account Owner******* *****Account Opps/Deals******* ******Closed Won • Feb 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
Lauren RigoDirectorView Profile, Lauren RigoMarco MartinezRegional Director Florida Named Enterprise TeamView Profile, Marco MartinezMarcus LilesSenior DirectorView Profile, Marcus Liles