Account Type***** ***Account Owner****** ****Account Opps/Deals***** *******Closed Won • Oct 24**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Axos BankFirst Vice President | Treasury Management Operations and Client Services ManagerOct 22 - PresentBank Of Southern CaliforniaVice President | Treasury Sales OfficerMar 12- Oct 22CitiUniversal Banker / Personal BankerOct 08- Aug 11
Matt RansomVice President New Financial Advisor DevelopmentView Profile, matt ransomMichael BeerChief Financial OfficerView Profile, michael beerTim StantonManaging Director Investor RelationsView Profile, tim stanton