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
KeybankVice President, Wealth Planner at Key Private BankSep 22 - PresentSvb PrivatePBWM Premier Service Consultant Jul 21- Sep 22Zions BankPractice ManagerApr 14- Jul 21
Mackey McfarlaneHead Of Investment BankingView Profile, Mackey McfarlaneTomer LevyVP Of Finance Acting CFOView Profile, Tomer LevyDeborah HuetVP FinanceView Profile, Deborah Huet