Account Type******** ********Account Owner******** ********Account Opps/Deals***** ********Closed Won • Oct 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Comerica BankRegional Managing Director, Comerica Wealth ManagementMay 23 - PresentUnion BankManaging Director, National Executive Private Wealth ManagementNov 17- Mar 23U S BankSenior Vice-President, Market LeaderNov 14- Nov 17
Ben PlomionChief Operating OfficerView Profile, ben plomionSteve MillanCEO Co FounderView Profile, steve millanAndrew CaseCo FounderView Profile, andrew case