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
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
Mike L WilhelmsChief Financial OfficerView Profile, Mike L WilhelmsBrady TorpinAssistant Vice President Loan OfficerView Profile, Brady TorpinShane AllenSenior Vice President Chief Investment OfficerView Profile, Shane Allen