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
CitiAssociate BankerJan 20 - PresentFidelius GroupWealth Management AdministratorAug 16- May 19Punter Southall Wealth A Canaccord Genuity CompanyClient Services AdministratorMay 15- Jun 16
Kevin CrawfordMortgage Loan Officer NMLS 2694844View Profile, Kevin CrawfordScott ShainbergAnalyst Credit InvestmentsView Profile, Scott ShainbergAshley GriffinBusiness Analyst Salesforce AdministratorView Profile, Ashley Griffin