Account Type******** ****Account Owner******** *******Account Opps/Deals******* *******Closed Won • Oct 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
First Citizens BankSenior Regional Director- Wealth Management Nov 22 - PresentWells Fargo Private BankManaging Director-Senior Director of SalesMay 16- May 22Wells Fargo AdvisorsRegional Brokerage ManagerOct 07- May 13
Sarah StewartRegional Vice President Of SalesView Profile, sarah stewartJoe KanatzarMedicare Growth Executive Government ProgramsView Profile, joe kanatzarDavid WrightOwnerView Profile, david wright