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 PartnersSenior Vice President, Financial AdvisorFeb 18 - PresentWells Fargo AdvisorsFinancial AdvisorAug 14- Feb 18Morgan StanleyFinancial AdvisorAug 11- Aug 14
Dianna OrendainVP FinanceView Profile, dianna orendainDenis KalicVP RiskView Profile, denis kalicIan CroggonSenior VP Finance And AccountingView Profile, ian croggon