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
First Citizens BankHead of Wealth StrategyNov 21 - PresentTrue LinkVice President, Investment AdvisoryApr 19- Nov 21LendingclubVice President, Retail InvestorsDec 16- Mar 19
Gary McdonaldSenior Vice PresidentView Profile, Gary McdonaldSylvia FerraioliVice PresidentView Profile, Sylvia FerraioliJohn Michael Lee JrVice President For University Advancement Strategic CommunicationsView Profile, John Michael Lee Jr