Account Type******* ***Account Owner*** *****Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Annex Wealth ManagementBranch DirectorMar 22 - PresentTri City National BankVice President - Regional Development OfficerDec 21- Mar 22The American Deposit Management CompanyVice President, Financial InstitutionsDec 20- Aug 21
Jessica LiCreative Team ManagerView Profile, jessica liTanuj ThapliyalCEOView Profile, tanuj thapliyalLisa PatelManaging DirectorView Profile, lisa patel