Account Type***** ******Account Owner****** ********Account Opps/Deals*** ******Closed Won • Dec 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Pinnacle Financial PartnersFinancial SpecialistJan 18 - PresentBnc BankDeposit Services Specialist IApr 03 - Present
Paul PeoplesSenior International Tax AccountantView Profile, paul peoplesHelen YestrauManager Financial Planning AnalysisView Profile, helen yestrauVincenzo DastoliFinancial Wellness Leader Retirement ServicesView Profile, vincenzo dastoli