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
Wells Fargo AdvisorsSenior Financial AdvisorNov 23 - PresentKeybankLicensed Branch Manager AVPJan 09- Nov 23Key Investment ServicesLicensed Branch ManagerAug 00- Jan 09
Emily MillerInternational Tax Senior ManagerView Profile, Emily MillerSai KleinManager Asset UtilizationView Profile, Sai KleinKim LopezSr Mortgage Advisor With Charter West MortgageView Profile, Kim Lopez