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
CaptrustVice President, Financial AdvisorAug 20 - PresentPlante MoranRelationship ManagerApr 96- Aug 20
Steve IsomChief Financial OfficerView Profile, steve isomFederico UmanaFVP Director Financial Intelligence Unit Deputy BSA OfficerView Profile, federico umanaMichele Dejong ReillyVP Of Mortgage LendingView Profile, michele dejong reilly