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
TdVice President/Senior Relationship Manager at TD BankJan 22 - PresentM T BankVIce President, Middle MarketJun 11- Jan 22Wells FargoSVPJan 04- Jan 11
Travis SmithChannel Account ManagerView Profile, Travis SmithAnthony KennadaAdvisorView Profile, Anthony KennadaJack LiewElite Life PlannerView Profile, Jack Liew