Account Type*** ********Account Owner****** ********Account Opps/Deals******* *****Closed Won • Aug 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Bok FinancialPrivate Wealth AdvisorApr 18 - PresentWells Fargo Private BankFiduciary Advisory SpecialistApr 17- Apr 18Wells FargoTeller/ Lead TellerMar 05- Aug 07
Patrick Roche SowaSenior ProducerView Profile, patrick roche-sowaJaehyuk KimApplication EngineerView Profile, jaehyuk kimZach McallisterGraphic DesignerView Profile, zach mcallister