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
JpmorganchaseVice President, Relationship Manager, J.P. Morgan Private ClientMay 24 - PresentFirst RepublicPreferred BankerJul 18- May 24Wells FargoPersonal Banker IIFeb 16- Jul 18
Emily ScanlonAVP Internal SalesView Profile, Emily ScanlonScott PaapeGM SVP Sales OperationsView Profile, Scott PaapePedro Rodriguez SwansonChief Revenue Officer CROView Profile, Pedro Rodriguez Swanson