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
U S BankWealth Management Banker Assistant Vice PresidentFeb 18 - PresentBmo U SSenior Premier Banker II Assistant Vice PresidentApr 14- Feb 18PncRelationship Manager II Private Client GroupSep 06- Apr 14
Ken BatkoSenior Financial ConsultantView Profile, Ken BatkoHimanshu UpretiSenior Pricing ExecutiveView Profile, Himanshu UpretiLifaver TrujilloSenior Staff AccountantView Profile, Lifaver Trujillo