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
Langley Federal Credit UnionSenior Vice President of Consumer and Mortgage LendingOct 17 - PresentPark Side CuChief Strategy OfficerFeb 13- Oct 17Filene Research Institutei3 MemberAug 13- Dec 15
Jonathan KleimanManaging Director Wealth ManagementView Profile, Jonathan KleimanLeena Raja LukkaChief Financial OfficerView Profile, Leena Raja LukkaEric WeinrothVice President FinanceView Profile, Eric Weinroth