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
Merit Financial AdvisorsChief Financial OfficerJan 23 - PresentLendingoneChief Financial OfficerJan 19- Jan 23Verity Credit UnionChief Financial OfficerJan 16- Jan 17
Ebony LindseyMortgage UnderwriterView Profile, Ebony LindseyMichael FargnoliCredit ResearchView Profile, Michael FargnoliMatt ASenior Financial Planning AnalystView Profile, Matt A