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
First Citizens BankHead of Wealth StrategyNov 21 - PresentTrue LinkVice President, Investment AdvisoryApr 19- Nov 21LendingclubVice President, Retail InvestorsDec 16- Mar 19
Simon AyersSenior Director Global Commercial Product StrategyView Profile, simon ayersSean StephensVice President Of Business DevelopmentView Profile, sean stephensLuke ColeSVP Group Director Digital StrategyView Profile, luke cole