Account Type******* ******Account Owner**** ****Account Opps/Deals**** ***Closed Won • Feb 25****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
AvendusDirector Private BankingJun 21 - PresentAsk Asset Wealth ManagementSenior Vice PresidentMay 08- Jun 21
Meagan Schaller KingExecutive Vice President Financial OperationsView Profile, Meagan Schaller KingBrian CahillChief Financial OfficerView Profile, Brian CahillBryan LeeEVP FinanceView Profile, Bryan Lee