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
City National BankSenior Vice PresidentApr 21 - PresentU S BankManaging Director - Municipal Products Group Jan 10- Oct 20Axa Advisors LlcFinancial ConsultantJun 09- Dec 09
Matt FoleyVice PresidentView Profile, Matt FoleyMary Ellen LacasseVice President Transformation Management OfficeView Profile, Mary Ellen LacasseFenella WildSenior Vice PresidentView Profile, Fenella Wild