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
First Citizens Investor ServicesFinancial Services Representative | Registered RepresentativeMar 24 - PresentFirst Citizens BankFinancial Services Representative | Platform SalesOct 23 - PresentExchange Bank Relationships You Can Bank OnCommercial Lender NMLS# 1617304Apr 19- Sep 23
Sean MurrayInsurance BrokerView Profile, Sean MurrayHenry Max KeatingSummer Financial AnalystView Profile, Henry Max KeatingElsie AngelesRep III Accounts Receivable Clerk Collections AnalystView Profile, Elsie Angeles