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
Truist WealthWealth Business Systems Operations ManagerDec 19- Dec 24SuntrustFVP - Information Services Manager, Private Wealth ManagementJul 06- Dec 19Principal Financial GroupFinancial RepresentativeJan 06- Jul 06
Karan SoekhoeInformation Technology Project ManagerView Profile, karan soekhoeStuart Mitchell 🤝Managing DirectorView Profile, stuart mitchell 🤝Faith DaytzExecutive AssistantView Profile, faith daytz