Account Type**** ****Account Owner******** ********Account Opps/Deals*** *****Closed Won • Feb 25***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Truist WealthSenior Managing Director, Wealth Brokerage Sales Execution Dir., •Truist Investment Services, Inc.Sep 13 - PresentSuntrust Investment Services IncSVP, Financial Advisor National Sales ManagerJan 97- Sep 13Invesco UsPortfolio AdministratorJan 96- Jan 97
Tannin PeaseSenior Manager Head Of Agency Account ManagementView Profile, Tannin PeaseMark WilsonSales DirectorView Profile, Mark WilsonRachel BCyber Security Customer Relations And Sales DirectorView Profile, Rachel B