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
Gtcr LlcVice PresidentAug 20- Apr 24Bank Of America Merrill LynchAnalystJun 12- Jul 15Merrill LynchGlobal Wealth Management Summer InternMay 11- Aug 11
Corey JeffriesVice PresidentView Profile, corey jeffriesItai HajbiCDO CTOView Profile, itai hajbiLory WeisenseeExecutive Vice President Trust ServicesView Profile, lory weisensee