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
Mercer AdvisorsRegional Vice PresidentSep 23 - PresentVanguardSenior Financial AdvisorJun 21- Oct 23Charles SchwabVP - Branch ManagerJan 11- Jun 21
Michael AlbergoSenior Vice President Wealth Management Lending LeaderView Profile, Michael AlbergoClint TaubenheimChief Financial OfficerView Profile, Clint TaubenheimKinaan MuftiSenior Vice President Business Risk Senior Officer Treasury Trade Solutions TTSView Profile, Kinaan Mufti