Account Type******* *****Account Owner******** *****Account Opps/Deals*** *****Closed Won • Nov 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Umpqua BankVP, Private Bank Relationship ManagerFeb 25 - PresentPoppy BankVP, Area ManagerJun 23- Dec 24First RepublicPBO Manager , Private BankingSep 11- Jun 23
Will PorterChief Financial OfficerView Profile, will porterSteve SmithVice President Of FinanceView Profile, steve smithPaul MeadeCfoView Profile, paul meade