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 WealthDirector, Financial Advisor at Truist Investment Services, Inc., Truist WealthFeb 21 - PresentMassmutualFinancial AdvisorJun 09- Jun 12Ameriprise Financial Services LlcFinancial AdvisorAug 06- May 09
Radka FormanovaCFOView Profile, Radka FormanovaKelly WilsonIncome Tax PreparerView Profile, Kelly WilsonAmit JainHead Of Financial Accounting Systems TransformationView Profile, Amit Jain