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
Fifth Third Private BankSenior Private BankerJul 15 - PresentBank Of America Merrill LynchWealth Management BankerMay 09- Jul 15Bank Of AmericaPremier Banking Client ManagerApr 04- May 09
Jeff ShottsCFO North AmericaView Profile, Jeff ShottsColleen WoldChief Accounting OfficerView Profile, Colleen WoldAndy WattChief Financial OfficerView Profile, Andy Watt