Account Type*** ********Account Owner******* ********Account Opps/Deals******** ****Closed Won • Feb 25**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Truist WealthVP, Marketing - Specialty Wealth, Institutional Investment Solutions & Investment Advisory Group Mar 12 - PresentWells FargoVice President, Marketing StrategistJun 08- Mar 12CitiFirst Vice President, Manager Diverse & Multicultural Markets, Business Development Initiatives Jul 97- Dec 07
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