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
PncAssistant Vice President , Organizational Financial Wellness Consultant Jan 16 - PresentSheeo™ActivatorSep 21 - PresentM T BankAssistant Vice President , Branch ManagerAug 13- Dec 15
Chris GraffVP Investment AnalystView Profile, chris graffDavid BarceloChief Financial OfficerView Profile, david barceloJordan SleightholmVP Ops Finance CinchyView Profile, jordan sleightholm