Account Type******* ******Account Owner*** ********Account Opps/Deals**** ******Closed Won • Oct 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Ep Wealth AdvisorsWealth AdvisorDec 20 - PresentCapstone Colorado A Massmutual FirmFinancial AdvisorApr 18- Dec 20BNYRegional Vice PresidentJan 15- Mar 18
Richard OliverSenior Accounts Payable AnalystView Profile, richard oliverJaime TerryFinancial AdvisorView Profile, jaime terryAndrew VrabelBusiness Banking SBA Credit SpecialistView Profile, andrew vrabel