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
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
Jay TeresiVP Back Office Sales StrategyView Profile, jay teresiPatrick BensonChief Revenue Officer CRO Legacy Application Retirement Migration SolutionsView Profile, patrick bensonMark CharlinskiChief Revenue Officer CROView Profile, mark charlinski