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
Dogwood State BankCommercial BankerFeb 24 - PresentPinnacle Financial PartnersFinancial AdvisorApr 18- Feb 24SuntrustPortfolio ManagerSep 13- Apr 18
Arif PolatRegierungsoberinspektor Wertpapieraufsicht Asset ManagementView Profile, arif polatThomas KneelandTax DirectorView Profile, thomas kneelandAurora PolonioAssociate FP A AnalystView Profile, aurora polonio