Account Type******** *****Account Owner*** ********Account Opps/Deals****** *****Closed Won • Nov 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Stone Oak Wealth ManagementWealth Planning AssociateDec 22 - PresentCaptrustFinancial Advisor Relationship ManagerSep 21- Dec 22Reliance Bank PaBank TellerJul 18- Jul 19
Garrick LombardiInvestment Banking AnalystView Profile, garrick lombardiTraci HansonAssociate Payroll Tax AnalystView Profile, traci hansonHenry FInvestment Banking AnalystView Profile, henry f.