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
Transamerica Financial Advisors IncIAR (Investment Advisor Rep.)Feb 10 - PresentCity National BankVice President / Commercial UnderwriterJan 12- Jul 24California Bank TrustCredit AnalystJan 05- Dec 07
Michele GiovenelliPart Time CFOView Profile, Michele GiovenelliRuss ClarkCFOView Profile, Russ ClarkWendy MillerFinancial ControllerView Profile, Wendy Miller