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
Regions BankVice President, Consumer Strategy Business PartnerJan 24 - PresentTruistEnterprise IRM StrategistJan 23- Nov 23Truist WealthVice President, Wealth Enterprise Partnerships & Growth ConsultantFeb 21- Jan 23
Ori KleinBoard MemberView Profile, Ori KleinJim JimenezMember Board Of DirectorsView Profile, Jim JimenezMiles LavinVP Strategic FinanceView Profile, Miles Lavin