Account Type******* ***Account Owner******* ****Account Opps/Deals***** ***Closed Won • Nov 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
Lorna DolciVice President Finance OperationsView Profile, lorna dolciMarcos VicenteVice President Finance Business OperationsView Profile, marcos vicenteRyan WoodsChief Financial OfficerView Profile, ryan woods