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