Account Type*** ******Account Owner****** *****Account Opps/Deals****** *******Closed Won • Jan 25***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Members Trust CompanyChief Growth OfficerJul 23 - PresentU S BankExecutive - Wealth Management/Private BankingJan 23- Jul 23Union BankNational Director Sales Development & Training, Head of Wealth PlanningJan 12- Jan 23
Kevin MartinVice President Of SalesView Profile, Kevin MartinRich GoldbergV P SalesView Profile, Rich GoldbergMel LimonExecutive Director Of SalesView Profile, Mel Limon