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
CompoundSVP & Wealth AdvisorFeb 25 - PresentMark J Snyder Financial Services IncDirector Of Financial PlanningJan 19- Feb 25Altfest Personal Wealth ManagementAssociate Managing AdvisorSep 14- Jan 19
Michael LorrainePartner Head Of Structured Finance And DerivativesView Profile, Michael LorraineJessica SegebarthVice President Treasury Management Officer IIIView Profile, Jessica SegebarthMeredith GallSenior Vice President Asset Based LendingView Profile, Meredith Gall