Account Type**** ****Account Owner**** *****Account Opps/Deals******** *****Closed Won • Feb 25****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Merit Financial AdvisorsChief Financial OfficerJan 23 - PresentLendingoneChief Financial OfficerJan 19- Dec 23Verity Credit UnionChief Financial OfficerJan 16- Dec 17
Courtney JonesAssociateView Profile, Courtney JonesSteven OlsonInvestment AssociateView Profile, Steven OlsonLang ChenDirector Market Risk ManagementView Profile, Lang Chen