Account Type******** *******Account Owner*** *******Account Opps/Deals******** *******Closed Won • Jan 25****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Skyview 1Director Private BankingJan 24 - PresentSkyview Investment BankProject ManagerJan 20 - PresentSkyview PartnersProject ManagerNov 19 - Present
Trish DavisVice President Major Gifts Planned GivingView Profile, Trish DavisSean MDirector Finance And Business OperationsView Profile, Sean MLauren TokheimVice President Finance AccountingView Profile, Lauren Tokheim