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
Inwood National BankSenior Personal BankerJun 22 - PresentTruistSenior Relationship BankerAug 21- Jun 22Inwood National BankSenior Personal BankerJul 00- Jun 21
Brian JungCFOView Profile, brian jungEmilie GoldbergManager FiscalisteView Profile, emilie goldbergStephen FreedmanDirector Financial Planning At Edelman Financial EnginesView Profile, stephen freedman