Account Type****** *****Account Owner**** *****Account Opps/Deals***** *****Closed Won • Nov 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Wells FargoPrivate Wealth Management, Sr Lead Wealth Custom Lending Specialist, Executive DirectorJan 25 - PresentWebster BankManaging DirectorFeb 22- Jan 25Sterling National BankDirector, Commercial Banking Portfolio Management Feb 18- Jan 25
Scott DuntleyCommercial Banking Credit Advisor SVPView Profile, scott duntleyAustin PaulsChief Financial OfficerView Profile, austin paulsCathleen Connolly JamiesonAssociate Principal VP Of Finance AdministrationView Profile, cathleen (connolly) jamieson