Account Type***** ******Account Owner******** ******Account Opps/Deals****** ******Closed Won • Feb 25**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Annex Wealth ManagementWealth Manager - Annex Private ClientMar 22 - PresentTri City National BankVice President - Regional Development OfficerDec 21- Mar 22The American Deposit Management CompanyVice President, Financial InstitutionsDec 20- Aug 21
Orly KrisiBudget Controller A Financial PMOView Profile, Orly KrisiMargaret HaightFinancing Territory ManagerView Profile, Margaret HaightTina WongFinancial Services ConsultantView Profile, Tina Wong