Account Type**** *****Account Owner*** ***Account Opps/Deals**** ****Closed Won • Mar 25****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
UptiqPresidentJan 24 - PresentFocus Financial PartnersManaging DirectorJan 19- Jan 24Bank Of HopeExecutive Vice President & Chief Institutional Banking OfficerJul 17- Jan 19