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
Gokul PatilTeam ManagerView Profile, gokul patilAndrew ClemTechnology ManagerView Profile, andrew clemSurender SagarTeam Lead ManagerView Profile, surender sagar