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
AmwinsVice President, Shareholder ServicesJan 23 - PresentJohn M Belk EndowmentCFOSep 18- Dec 22PwcTax Director - Private Client ServicesAug 16- Aug 18
Jared LanzaVice President Financial Planning And AnalysisView Profile, Jared LanzaMargaret Connolly FerrerChief Financial OfficerView Profile, Margaret Connolly FerrerBrent DolbergVP Mortgage Loan OfficerView Profile, Brent Dolberg