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 PartnersSenior Vice President Raymond James Financial Services Sep 21 - PresentWells Fargo AdvisorsSenior Financial AdvisorSep 03- Sep 21
Meliza PelaezFinance Account Administrator And Executive Assistant To The COSView Profile, meliza pelaezDaniel GluckAsset Management Investment DirectorView Profile, daniel gluckDonna SohSenior Director Cross Border PaymentsView Profile, donna soh