Account Type*** *****Account Owner**** ******Account Opps/Deals**** *******Closed Won • Nov 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
David WarshafskyStartup Finance ConsultantView Profile, david warshafskyShannon LoydFinacial AdvisorView Profile, shannon loydDudy RevachVP Finance FP A SpecialistView Profile, dudy revach