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
First Citizens BankSVP, Treasury Management Sales Officer IIIDec 19 - PresentBank Of America Merrill LynchVice President, Treasury Sales OfficerSep 99- Dec 19
Maria M LopezManaging Member CPAView Profile, Maria M LopezJohn E DrakeFractional CFOView Profile, John E DrakeYan MulianaGlobal FP AView Profile, Yan Muliana