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 PartnersFinancial AdvisorMay 22 - PresentRegions BankWealth Advisor/VPJul 07- May 22
Albert Zhang CfaIncoming Investment Banking Summer AnalystView Profile, albert zhang cfaJeff McguireVice President Managed Money Desk ManagerView Profile, jeff mcguireRegan GarrettCFOView Profile, regan garrett