Account Type****** ********Account Owner**** ********Account Opps/Deals**** *****Closed Won • Feb 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Truist WealthVice President, Relationship Manager, Corporate Trust and Escrow ServicesJan 11 - PresentSuntrustAccount SpecialistJan 08- Jan 11First Market BankFinancial Services AdvisorFeb 05- Jan 08
Chris RogersSenior Managing Director Healthcare Investment BankingView Profile, Chris RogersNick KruegerNational Vice President Annuity DistributionView Profile, Nick KruegerKen WardRegional Vice PresidentView Profile, Ken Ward