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
Security National BankExecutive Vice President, Private Client ServicesAug 24 - PresentUnion Bank TrustVice President, Senior Trust OfficerApr 14- Aug 24FnboVice President, Private Client AdvisorMay 07- Apr 14
Leslie RagojoSVP Client PartnerView Profile, Leslie RagojoAndrew BerrymanVice President Of Client ServicesView Profile, Andrew BerrymanHeidi Herrington DiedrichSVP Learner Acquisition RetentionView Profile, Heidi Herrington Diedrich