M&T Bank
Leads a client relationship team responsible for driving revenue through acquisition, retention, and expansion of a book of high-net-worth clients. Consults on and coordinates comprehensive wealth management strategies for individuals, business owners, and families. Partners with specialists across credit, investment, and trust services to deliver tailored solutions and ensure clients' financial goals are achieved.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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