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 Advisor AssistantMay 18 - PresentRegions Private Wealth Managementprivate wealth assistantAug 98- May 18
Jai LadDirector FP AView Profile, jai ladRamy SaidControllerView Profile, ramy saidDaniel AlonHedge Fund ManagerView Profile, daniel alon