Account Type***** ****Account Owner****** *******Account Opps/Deals***** *******Closed Won • Oct 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Citizens Private BankTreasury AdvisorAug 24 - PresentFirst RepublicTreasury Management Sales AssociateSep 13- Sep 24VanguardRetirement Services SpecialistOct 12- May 13
Ann LimerickFinancial Planning And AnalysisView Profile, ann limerickJohn SpaargarenSenior Risk AnalystView Profile, john spaargarenJoel KatzTax ConsultantView Profile, joel katz