Account Type***** ****Account Owner******* ********Account Opps/Deals******** *****Closed Won • Jan 25***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
Angela GoodwinFinancial Professional Financial AdvisorView Profile, Angela GoodwinChristian SvendsenAssociateView Profile, Christian SvendsenMarisol RosadoDirector Of FinanceView Profile, Marisol Rosado