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
Penfinancial Credit UnionManager - Practice Management, WealthMay 23 - PresentRbcBranch ManagerJan 08- May 23
Mike GallowayCEOView Profile, Mike GallowayHenry JelsmaManagerView Profile, Henry JelsmaNussi EinhornCOOView Profile, Nussi Einhorn