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
ManulifeVP, Head of Strategy & Chief of StaffApr 22 - PresentU S BankVP, Wealth Management & Investment Services StrategyJun 09- Apr 22
Chip LockeVice PresidentView Profile, Chip LockeLoretta RoffSenior Vice PresidentView Profile, Loretta RoffJames KlingelhoeferExecutive Director Strategic PartnershipsView Profile, James Klingelhoefer