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
BweAffordable Housing Support SpecialistMay 24 - PresentEquity Trust CompanyClient Success ManagerNov 21- May 24Ameriprise Financial Services LlcClient Service Associate / Advisor AssistantNov 17- Oct 21
Sally Ann Avallone FanzoBranch ManagerView Profile, Sally Ann Avallone FanzoBilly MurphyBranch ManagerView Profile, Billy MurphyNicholas SeferosTerminal ManagerView Profile, Nicholas Seferos