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
Comerica BankManaging Director of Fiduciary OperationsOct 23 - PresentTruist WealthSenior Vice President, Fiduciary Operations DirectorJul 99- Oct 23Bb TVP and Manager of Administrative ServicesJul 99- Jan 20
Joe NauInvestment Banking Vice PresidentView Profile, joe nauRobin DegabrielVP FinanceView Profile, robin degabrielMichael J GonzalezSenior Vice President Financial Advisor CFPView Profile, michael j. gonzalez