Account Type***** ***Account Owner*** *****Account Opps/Deals***** ******Closed Won • Jan 25***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
Amaury BalmerFounder CEOView Profile, Amaury BalmerAdam CalalayEnterprise Project ManagerView Profile, Adam CalalayCrystal MartinManaging Director Asset ManagementView Profile, Crystal Martin