Account Type**** ****Account Owner**** *****Account Opps/Deals***** ********Closed Won • Feb 25**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Members Trust CompanySVP-Senior Investment OfficerApr 24 - PresentTruist WealthSVP, Senior Analyst-Investment/Market strategy and Portfolio Construction | Author | SpeakerDec 19- Dec 23Bb TChief Market Strategist & Portfolio ManagerJul 16- Dec 19
Patrick TamChief Financial OfficerView Profile, Patrick TamPhilip HardinChief Financial Officer Chairman You Science LLCView Profile, Philip HardinBen ChrnelichPresident Chief Financial OfficerView Profile, Ben Chrnelich