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
Foundation SourceSr. Managing Director, Southeast RegionJun 13- Apr 16High Point BankVice President, Trust and Investment AdvisorSep 12- May 13Wells FargoManaging Director, Wells Fargo Center for Planned GivingJun 00- Sep 12
Kathleen SnyderCorporate Vice President TechnologyView Profile, Kathleen SnyderErin BoutrosExecutive Business PartnerView Profile, Erin BoutrosWerner KlinglerCo Owner 365 Business GroupView Profile, Werner Klingler