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
Commerceone BankSVP, Head of Private BankingJul 18 - PresentTiaaWealth Management AdvisorJun 14- Jul 18Regions BankVP, Private Wealth ManagementSep 10- Jun 14
Trisha JohnsonPresidentView Profile, Trisha JohnsonHakon MorkChief Technology OfficerView Profile, Hakon MorkBill AicherOwner Co FounderView Profile, Bill Aicher