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
Ric R Roman IiBranch Office Supervisor Investment Advisor Representative Registered RepresentativeView Profile, Ric R Roman IiTyler CrawfordSenior Manager Investments TransactionsView Profile, Tyler CrawfordCory Anna JonesAVP Banking Center Leader St Simons IslandView Profile, Cory Anna Jones