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
John SwiftGroup Head Private CapitalView Profile, John SwiftAlex MarmolejoDirector Of Corporate FP AView Profile, Alex MarmolejoNate WietingVP Trust Officer Personal Trust And Wealth ManagementView Profile, Nate Wieting