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
First International Bank TrustRelationship ManagerJan 23 - PresentMutual Of America Financial GroupVice President of Retirement Plan SalesFeb 07- Dec 22Northern TrustAccount Manager & Trust OfficerDec 97- Sep 03