Account Type******* *******Account Owner**** *******Account Opps/Deals******* *******Closed Won • Dec 24***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 BankPrivate Client Advisor, Senior Vice PresidentSep 24 - PresentHuntington Private BankSenior Private Banker, Vice PresidentFeb 18- Sep 24
Matt CruzVice President Head Of Client ServicesView Profile, matt cruzShannon JaritzVice President Of Customer SuccessView Profile, shannon jaritzJake BernardyVice President Global Customer SuccessView Profile, jake bernardy