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
Fifth Third BankVice PresidentMay 24 - PresentValeo Financial Advisors LlcFinancial AdvisorOct 22- Aug 24Oxford Financial Group LtdManaging DirectorJan 14- Mar 21
Annie OlerSr Director Customer Experience Strategy Design And AnalyticsView Profile, Annie OlerCharlotte WeirVice President Of New Markets And Industry RelationsView Profile, Charlotte WeirMariana FroisDirector Global Commercial StrategyView Profile, Mariana Frois