Account Type******* ****Account Owner**** ****Account Opps/Deals***** *******Closed Won • Mar 25****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
The Towbes GroupChief Executive OfficerJan 19 - PresentMontecito Bank TrustChief Innovation Officer and General CounselJan 98- May 18