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
RecomFinancial Planning and Analysis leadAug 23 - PresentTouch BankHead of strategic initiativesOct 14- Oct 18Deutsche BankFinance SpecialistJun 04- Apr 08
Amy HesterDirector Of Wealth ManagementView Profile, amy hesterBrad RobertsInterim CFOView Profile, brad robertsSebastien ObasDirector Asset ManagementView Profile, sebastien obas