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
Bmo U SChief Operating Officer, US Wealth ManagementApr 14 - PresentCitizensSVP, Sr Finance Officer Wealth ManagementJan 05- Apr 14Fifth Third BankFinance Officer, Chicago Retail and Business BankingApr 96- Jan 05
James DaviesChief Executive OfficerView Profile, james daviesJames ReedExecutive Vice PresidentView Profile, james reedKatarina ScolaChief Operating OfficerView Profile, katarina scola