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