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
Wells Fargo Private BankSenior Wealth Custom Credit Banker - Senior Vice PresidentJun 22 - PresentU S BankSenior Relationship Manager, Middle Market Corporate BankingJun 18- Jun 22Torrey Pines BankSVP, Regional Chief Credit OfficerSep 16- Apr 18
Jason LevineSVP FP AView Profile, Jason LevineJoseph SeptonChief Financial OfficerView Profile, Joseph SeptonDaniel KopelovichChief Financial OfficerView Profile, Daniel Kopelovich