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
Pyke Presley Associates P COwnerApr 96 - PresentCaptrustPrincipal, Financial AdvisorApr 21 - PresentAmerican Academy Of Estate Planning AttorneysMember; FellowJan 99 - Present
Michael StranoRetail Shift SupervisorView Profile, Michael StranoMarisa Nuncio ValadezDirector Of Operations Transaction SupportView Profile, Marisa Nuncio ValadezJames BollingerDirector CRM ProcessView Profile, James Bollinger