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
Bmo Wealth Management U SPrivate Banking Operations ManagerSep 23 - PresentBank Of The WestWMG Client Services and Research Operations Manager, VPNov 13- Sep 23Bank Of AmericaBanker: Consumer & Small BusinessJun 10- Nov 13
Meghan CassidyExecutive Administrative AssistantView Profile, Meghan CassidyNadine HilgerAOG Aerospace Export OperationsView Profile, Nadine HilgerCharles RobersonImplementation ConsultantView Profile, Charles Roberson