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
Citizens Private BankDigital Banking AdvisorNov 23 - PresentFirst RepublicDigital SpecialistApr 21- Nov 23GolinksCustomer Success ManagerJul 20- Apr 21
Colin SpearInvestment AssociateView Profile, Colin SpearLorna BarclayChief Financial OfficerView Profile, Lorna BarclayAlexx JacksonProperty AuditorView Profile, Alexx Jackson