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
First Citizens BankDirector - Treasury Management SpecialistJul 21 - PresentTdVice President - Senior Treasury Sales OfficerApr 18- Jul 21CitizensVice President Treasury Sales Specialist May 17- Sep 17
Jonathan LanerFinance ManagerView Profile, jonathan lanerNeshoma LustigTax SpecialistView Profile, neshoma lustigJoshua MayAssociate Wealth AdvisorView Profile, joshua may