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
Allworth FinancialFinancial AdvisorAug 19 - PresentBank Of The WestSr Wealth Management Relationship ManagerDec 18- Aug 19First Western TrustSenior Portfolio ManagerJun 17- Aug 18
Kate TavellaGrowth Equity InvestorView Profile, Kate TavellaPeiyi HuangTax ManagerView Profile, Peiyi HuangDrew PaytonMoney In Motion Retention ConsultantView Profile, Drew Payton