Account Type*** *****Account Owner***** *****Account Opps/Deals*** ********Closed Won • Dec 24****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Trendspot IncChief Financial OfficerJul 21 - PresentCity National BankSenior Relationship ManagerNov 20- Jul 21Wells FargoSenior Relationship ManagerFeb 11- Nov 20
Erika LindChief Financial OfficerView Profile, erika lindAlain JullienneChief Financial OfficerView Profile, alain jullienneGrace Linyi WeiVice President Private Wealth Portfolio ConstructionView Profile, grace linyi wei