Account Type**** ********Account Owner******** *****Account Opps/Deals****** *******Closed Won • Dec 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Pinnacle Financial PartnersFinacial Advisor/RJFSAug 18 - PresentSuntrust Investment Services IncPrivate Wealth ManagerMay 13- Aug 18Wells Fargo AdvisorsWealth managerSep 04- Dec 10
Jennifer FloresRelationship BankerView Profile, jennifer floresPeter RiemanCOO CFOView Profile, peter riemanDiana MControllerView Profile, diana m.