Account Type****** ***Account Owner****** ********Account Opps/Deals***** *******Closed Won • Jan 25***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Wells FargoSr. VP/Director of Affluent Customer Segment and Service Experience LeaderMay 98 - Present
Eli MalkielCo Founder Chief Operating OfficerView Profile, Eli MalkielKyle PutnamCo Founder Managing PartnerView Profile, Kyle PutnamJeremy ThomasonExecutive Vice PresidentView Profile, Jeremy Thomason