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
Allworth FinancialFinancial AdvisorAug 19 - PresentBank Of The WestSr Wealth Management Relationship ManagerDec 18- Aug 19First Western TrustSenior Portfolio ManagerJun 17- Aug 18
Rachel RomeroControllerView Profile, Rachel RomeroMarc Delmendo CpaAccounting ManagerView Profile, Marc Delmendo CpaAl FlorantFinancial Services RepresentativeView Profile, Al Florant