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
EquinitiReconciliation SpecialistOct 22 - PresentBnyVice PresidentJan 04- Dec 19Morgan StanleyConsultantJul 03- Jan 04
Michael Patterson FrsaAssociateView Profile, Michael Patterson FrsaHector EspinozaSr Advisor FP AView Profile, Hector EspinozaBernard OsrinFinancial AdvisorView Profile, Bernard Osrin