Account Type***** ***Account Owner*** *******Account Opps/Deals****** ******Closed Won • Nov 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
Peggy WilliVice President Of SalesView Profile, peggy williJeff StrippChief Revenue Officer CROView Profile, jeff strippDaniel MeltzerManaging Director SalesView Profile, daniel meltzer