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
Truist WealthDirector, Financial Advisor at Truist Investment Services, Inc., Truist WealthFeb 21 - PresentMassmutualFinancial AdvisorJun 09- Jun 12Ameriprise Financial Services LlcFinancial AdvisorAug 06- May 09
Jenn PughAccounting ManagerView Profile, jenn pughTrisha BarriosCorporate FinanceView Profile, trisha barriosJames BassettDirector Of FinanceView Profile, james bassett