Account Type******* *****Account Owner****** ******Account Opps/Deals**** ********Closed Won • Mar 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Comerica BankManaging Director of Fiduciary OperationsOct 23 - PresentTruist WealthSenior Vice President, Fiduciary Operations DirectorJul 99- Oct 23Bb TVP and Manager of Administrative ServicesJul 99- Jan 20
Tony NataleCFO And COOView Profile, Tony NataleChris ChengAVP Insurance Product StrategyView Profile, Chris ChengRon Santa ElenaCo Founder Director Of FinanceView Profile, Ron Santa Elena