Account Type***** ****Account Owner****** *******Account Opps/Deals*** ******Closed Won • Mar 25***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
Lummezen MondalVP IA Model RiskView Profile, Lummezen MondalEmily TokarczykChief Financial OfficerView Profile, Emily TokarczykAaron MoserChief Financial OfficerView Profile, Aaron Moser