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
Pinnacle Financial PartnersFinancial AdvisorNov 19 - PresentFirst National Bank Of PennsylvaniaMortgage ConsultantJul 18- Nov 19Capital BankMortgage Loan OfficerOct 15- Jul 18
Jack WardEquity TraderView Profile, jack wardLaura GreenbaumFinancial AdvisorView Profile, laura greenbaumSammy HuntManagement AccountantView Profile, sammy hunt