Account Type******** ******Account Owner*** *******Account Opps/Deals***** ******Closed Won • Mar 25****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Bank Of America Private BankSenior Vice President, Private Client AdvisorSep 24 - PresentHuntington Private BankVice President, Senior Private BankerFeb 18- Sep 24