Account Type**** *******Account Owner******* *******Account Opps/Deals**** *****Closed Won • Aug 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Regions BankVP & Treasury Management Officer ► Client Acquisition | Commercial Accounts | Pricing & ContractsAug 08 - PresentInvestecVP, Investments & Wealth Management ► High Net Worth Individuals | BusinessesJan 02- Dec 03SeiLiquidity Sales Executive ► National & Regional MarketsJan 96- Dec 01
Meytal ShaniCFOView Profile, meytal shaniRita ParvanehChief Financial OfficerView Profile, rita parvanehSean SlyDirector Of FP AView Profile, sean sly