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
U S BankVice President - Private Wealth ConsultantAug 18 - PresentBank Of AmericaClient ManagerJan 05- Nov 08
Taylor SmithChief Financial OfficerView Profile, Taylor SmithKaryn BuggsFractional CFOView Profile, Karyn BuggsDmitry NetisManaging Director Co Head Of Technology Investment BankingView Profile, Dmitry Netis