Account Type******* ***Account Owner******** *******Account Opps/Deals******** *****Closed Won • Dec 24****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
First Citizens BankBusiness Banking Relationship ManagerAug 18 - PresentRegions BankPrivate Wealth AdvisorJun 15- Mar 18
Michelle LiuPortfolio ManagerView Profile, michelle liuMonique SinInvestment Banking AnalystView Profile, monique sinKevin Mego MekhsianTax DirectorView Profile, kevin mego mekhsian