Account Type***** ****Account Owner***** ******Account Opps/Deals**** ********Closed Won • Oct 24***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Bourne Financial Group LlcPresident, Capital MarketsMar 18 - PresentCnl SecuritiesSenior Internal WholesalerJul 14- Feb 17Ameriprise Financial Services LlcFinancial Advisory AssistantMay 13- Jun 14
Brett ShanklesVice PresidentView Profile, brett shanklesMichael SherrickExecutive Vice President And Chief Financial OfficerView Profile, michael sherrickChris PappSenior Vice President Middle Market Commercial BankingView Profile, chris papp