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
Columbia Trust CompanyTrust Investment AnalystApr 25 - PresentRaymond JamesOperations ManagerOct 22- Apr 25Keybanc Capital MarketsEquity Research AssociateNov 19- Dec 21
Rosalie CruzSenior Finance Operations AssociateView Profile, Rosalie CruzCraig LewisCredit AnalystView Profile, Craig LewisJacob MorrowFinancial AnalystView Profile, Jacob Morrow