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
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
Conor CaffertyChief Financial OfficerView Profile, Conor CaffertyZz BenqadiVP Of Mortgage LendingView Profile, Zz BenqadiBasilio RealeVice President RiskView Profile, Basilio Reale