Account Type*** ***Account Owner***** ********Account Opps/Deals***** ********Closed Won • Jan 25**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
EverbankSoutheast Division Underwriting ManagerJan 14 - PresentBank Of AmericaVice PresidentMar 09- Dec 13
Samuel GoldsmithAssociateView Profile, Samuel GoldsmithZach CohenIncoming 2025 Citi Global Wealth Summer AnalystView Profile, Zach CohenPamela HurstControllerView Profile, Pamela Hurst