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
JpmorganchaseVice President Private Banker - J.P. Morgan Private BankAug 20 - PresentFrostAVP Regional Sales Manager- Frost BrokerageJan 18- Jul 20Bank Of America Merrill LynchVIce President Financial AdvisorOct 14- Jan 18
Philip PriestChief Financial OfficerView Profile, philip priestOneal BhambaniCFO Series D B 2 B PaymentsView Profile, oneal bhambaniRoman WuellnerBusiness Unit Finance Director Cluster Cfo DachView Profile, roman wuellner