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