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 AdvisorAug 06 - PresentLincoln FinancialManaging DirectorOct 92- Jul 06
Neta ShpigelFinancial AnalystView Profile, neta shpigelDerek ChuaGST ManagerView Profile, derek chuaAmber De La CruzAccountantView Profile, amber de la cruz