Account Type***** ******Account Owner*** *******Account Opps/Deals*** ***Closed Won • Feb 25****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
Kate GiordanoCapital Raising Investor RelationsView Profile, Kate GiordanoJason AlmeidaControllerView Profile, Jason AlmeidaBarry LinDirector Of FP AView Profile, Barry Lin