Account Type******* ******Account Owner***** *****Account Opps/Deals*** ***Closed Won • Feb 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Morgan StanleyPrivate Wealth Mortgage Relationship ManagerMay 22 - PresentBbvaClient Experience and Operations ManagerOct 14- Sep 20Bb TRelationship BankerSep 12- Oct 14
David ClarkControllerView Profile, David ClarkAmy BurnsVP Financial Crime TM Project LeadView Profile, Amy BurnsGreg CarrAccountantView Profile, Greg Carr