Account Type****** ****Account Owner****** ********Account Opps/Deals****** ***Closed Won • Aug 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Chevy Chase TrustPresident - Family WealthJan 10 - PresentBessemer TrustManaging Director / Senior Resident OfficerJan 05- Dec 10U S TrustSenior Vice PresidentJan 98- Dec 05
Thomas TischioContent Director VideoView Profile, thomas tischioMatthew BudraitisProduct DesignerView Profile, matthew budraitisMaria CantuSenior Vice President P C Portfolio Management ModernizationView Profile, maria cantu