Account Type**** ***Account Owner******** ***Account Opps/Deals***** ******Closed Won • Nov 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Truist WealthVice President, Wealth Advisory Regional Support LeaderJul 24 - PresentIntechManager, Investment ServicesJul 11- Jan 24J P MorganVice PresidentJun 08- May 11
Brent OverbeekExecutive Vice President Chief Revenue OfficerView Profile, brent overbeekHersson TrianaCommercial Director Latin AmericaView Profile, hersson trianaMelisa KowallVice President Inside SalesView Profile, melisa kowall