Account Type*** *****Account Owner******* ***Account Opps/Deals**** ******Closed Won • Nov 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Bank Of America Private BankPresidentJan 18 - PresentU S TrustPresident, Bank of America Private Wealth ManagementJan 18 - PresentBank Of America Merrill LynchHead of Business BankingJan 14- Jan 18
Ian CharlesChief Financial OfficerView Profile, ian charlesStewart PerryPartnerView Profile, stewart perryErik LundVice President Of Finance And AccountingView Profile, erik lund