Account Type******** *******Account Owner****** ***Account Opps/Deals***** ********Closed Won • Aug 24***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
U S BankVice President | Wealth Management BankerDec 19 - PresentWells FargoPrivate BankerAug 06- Dec 19
Juan ParraSr Director FP A And Business OperationsView Profile, juan parraShelley ChenVice President FinanceView Profile, shelley chenLinda DaviesFinance Director LumeonView Profile, linda davies