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
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