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
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
Jim EttigVice President Of GTM SalesView Profile, Jim EttigDavid DollarVice President Of SalesView Profile, David DollarLouise PloquinSales Operations Executive EMEAView Profile, Louise Ploquin