Account Type******* ****Account Owner******** ***Account Opps/Deals****** ******Closed Won • Dec 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
Joyce SchlentnerSr Director Strategic PlanningView Profile, joyce schlentnerSarath NairSenior Vice President StrategyView Profile, sarath nairThaddeus ArroyoChief Strategy And Development OfficerView Profile, thaddeus arroyo