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
Cool Springs FinancialManaging DirectorMar 20 - PresentUtmost GroupCustom BrokerJun 16 - PresentPacific LifeAgentJan 13 - Present
Patty MelvinVice President E Banking OperationsView Profile, Patty MelvinBalaji RamaswamyVice President Of Infrastructure OperationsView Profile, Balaji RamaswamyShelley MaltonCustomer Services Operations Digital DirectorView Profile, Shelley Malton