Account Type*** ********Account Owner*** ****Account Opps/Deals**** ***Closed Won • Mar 25***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Wells FargoVice President Investments Financial AdvisorFeb 08 - PresentSuntrust Investment Services IncVice PresidentJan 97- Feb 08