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
Private Wealth Asset ManagementPartner, Managing DirectorFeb 23 - PresentU S BankPrivate Wealth AdvisorNov 16- Feb 23Enterprise Bank TrustVice President Business DevelopmentFeb 16- Nov 16
Benjamin LambertGeneral PartnerView Profile, benjamin lambertSusan Somersille JohnsonBoard DirectorView Profile, susan somersille johnsonTeresa AnaniaChief Customer OfficerView Profile, teresa anania