Account Type***** *****Account Owner******** ********Account Opps/Deals**** ***Closed Won • Jul 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Fieldpoint PrivateChief Digital Officer (CDO)Sep 21- Nov 23TruistMerger Integration ManagerDec 19- Sep 21SuntrustVP, Wealth Management & Client Performance Practice Lead, Consumer Data OfficeDec 17- Dec 19
Luke TroutonSenior Software Engineer Technical Team LeadView Profile, luke troutonDrew PerryHead Of Technical SolutionsView Profile, drew perryOmer WeisbergAVP Business Applications And IT OperationsView Profile, omer weisberg