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
Huntington Private BankPortfolio ManagerApr 22 - PresentKeybank CommercialSenior Portfolio Manager, Regional Investment DirectorSep 94- Apr 22
Sean LeeDirector Strategic Finance And FP AView Profile, Sean LeeMichael MManager Asset ManagementView Profile, Michael MKass WelchlinFinancial AdvisorView Profile, Kass Welchlin