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
Cornerstone National Bank Trust CompanySenior Vice President, InvestmentsMay 23 - PresentWilliam BlairPortfolio SpecialistMay 13- Apr 21MercerManager Research ConsultantNov 09- Apr 13
Lucy MackenzieExecutive Assistant Investment BankingView Profile, Lucy MackenzieJon CresswellVP Finance And AdministrationView Profile, Jon CresswellRobert MuellerCOO CFOView Profile, Robert Mueller