Account Type******* ******Account Owner*** ******Account Opps/Deals******* ********Closed Won • Jan 25***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
J P Morgan Private BankCredit Support Specialist IIOct 23 - PresentFirst RepublicProfessional Loan Portfolio SpecialistOct 22- Oct 23Marcus MillichapTax InternFeb 21- Jun 21
Bertie KloetgenCustomer Collaboration ManagerView Profile, Bertie KloetgenBridget MaloneyOperations And Customer SupportView Profile, Bridget MaloneyTracy HerrbachCustomer Service ManagerView Profile, Tracy Herrbach