Account Type***** ********Account Owner*** ****Account Opps/Deals****** ********Closed Won • Mar 25***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Keybase Financial GroupFinancial AdvisorJan 24 - PresentRbc BankFinancial AdvisorDec 17- Mar 23GatestoneCredit Risk SpecialistMay 16- Apr 17