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
Truist WealthDirector, Financial Advisor at Truist Investment Services, Inc., Truist WealthFeb 21 - PresentMassmutualFinancial AdvisorJun 09- Jun 12Ameriprise Financial Services LlcFinancial AdvisorAug 06- May 09
Ryan MulhernSenior Director Revenue ManagementView Profile, Ryan MulhernMark MatzVice President And Credit Officer Loss MitigationView Profile, Mark MatzTiffany MoyerSenior AccountantView Profile, Tiffany Moyer