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
Boyd Watterson Asset ManagementVice President - Client ServiceFeb 25 - PresentAmalgamated BankFirst Vice President - Trust Relationship ManagerMay 22- Jan 25Corry Capital AdvisorsInstitutional Investor RelationsMar 19- Aug 20
Johanna LuciaVP Of Client ServicesView Profile, Johanna LuciaKim PearchVice President Customer SuccessView Profile, Kim PearchDaniel BacaVP Of Carrier SuccessView Profile, Daniel Baca