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
Valley BankAVP, Mortgage Capital Markets Operations Team LeadJan 18 - PresentPrimericaSenior RepresentativeMar 14- Nov 18
Anita SarafaManaging Director And Team Lead Midwest Wealth Advisory PracticeView Profile, Anita SarafaGreg CharbonneauManager SEC Reporting Acquisitions And IntegrationsView Profile, Greg CharbonneauFarida EldeftarSenior BDRView Profile, Farida Eldeftar