Account Type***** ********Account Owner******* ***Account Opps/Deals***** ******Closed Won • Oct 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Raymond JamesSenior Vice President of Wealth ManagementFeb 22 - PresentJ P MorganVice PresidentJul 10- Jan 19Thomas Weisel PartnersSales AssociateMay 06- Jun 10
Justin RoathSenior Vice President Treasury Payment Solutions At TruistView Profile, justin roathNeil GearyChief Financial OfficerView Profile, neil gearyKellie GiangregorioVice President FinanceView Profile, kellie giangregorio