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
Bankplus Wealth Management Group 1Wealth Management ConsultantJan 20- Mar 22CbreVice PresidentApr 19- Jan 20BancorpsouthCommercial Loan OfficerJun 15- Apr 19
Steve NaidaKey Relationship Manager Mc DonaldsView Profile, Steve NaidaLaura McnamaraCustomer Success ManagerView Profile, Laura McnamaraAmanda LegateClient Manager IIIView Profile, Amanda Legate