Account Type*** ***Account Owner***** *****Account Opps/Deals**** ********Closed Won • Dec 24**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
James GuibaraSr Director Of Customer Loyalty And ExperienceView Profile, james guibaraWendi OdenhausenSenior Vice President Customer ExperienceView Profile, wendi odenhausenLiz CentoniExecutive Vice President And Chief Customer Experience OfficerView Profile, liz centoni