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
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
Javier IglesiasSenior VP Of Strategy FinanceView Profile, javier iglesiasRafael RomeroChief Financial OfficerView Profile, rafael romeroMatt RansomVice President New Financial Advisor DevelopmentView Profile, matt ransom