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
Canandaigua National Bank TrustCNB Wealth Management - Vice President, Senior Financial Advisor - Team LeaderMay 10 - PresentManning NapierMarketing AssociateAug 04- May 10
Gurnam NarulaDirector Citi Private BankView Profile, gurnam narulaFrancis OconnorVice President FinanceView Profile, francis o'connorRobbie RobertsonManaging Director NCAL Financial Planning PerformanceView Profile, robbie robertson