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
Canandaigua National Bank TrustAssistant Vice President, Financial Advisor - PresentManning NapierInvestment Consultant/Product Specialist, Client Analytics GroupSep 07- Mar 19
Vivek SyalChief Financial OfficerView Profile, Vivek SyalMelissa RumballVice President Fintech And BankingView Profile, Melissa RumballKevin BrentVP FinanceView Profile, Kevin Brent