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
Cornerstone National Bank Trust CompanySenior Vice President, InvestmentsMay 23 - PresentWilliam BlairPortfolio SpecialistMay 13- Apr 21MercerManager Research ConsultantNov 09- Apr 13
Jared MillerFractional CFOView Profile, Jared MillerErin McarthurSenior Vice President ControllerView Profile, Erin McarthurEleanor HerrinChief Financial OfficerView Profile, Eleanor Herrin