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
Raymond JamesClient Services AssociateFeb 24 - PresentPlante MoranOperations Data AnalystJun 22- Mar 23PncTreasury Management SpecialistOct 17- Jan 20
Bill SeibelClient Service AssociateView Profile, Bill SeibelMellissa PfaffingerCustomer Service CoordinatorView Profile, Mellissa PfaffingerUsha CervantesRegistered RepresentativeView Profile, Usha Cervantes