Account Type****** ******Account Owner******* ****Account Opps/Deals******* *******Closed Won • Nov 24***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
Lora JakobsenChief Sustainability OfficerView Profile, lora jakobsenMickael ChristopheEntrepreneur IndependantView Profile, mickaël christopheBill SmithDirector Alliances And StandardsView Profile, bill smith