Account Type*** ***Account Owner****** *******Account Opps/Deals******** *****Closed Won • Jan 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
WorkivaRegional Sales Director | Pensions & EndowmentsSep 21 - PresentTruistSenior Vice President | Corporate FinanceNov 18- Sep 21Tompkins Community BankVice President | Commercial BankingSep 12- Feb 18
James NewtonPortfolio Account Manager P 21 EView Profile, James NewtonMatthew AndersonCarrier Sales ManagerView Profile, Matthew AndersonKathleen AndersenLoan RepView Profile, Kathleen Andersen