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
Pinnacle Financial PartnersArea Manager / Financial AdvisorApr 21 - PresentWells FargoSenior Vice President, Commercial Banking LeaderFeb 04- Apr 21Wachovia CorpWealth Management Private Banker / Market ExecutiveOct 95- Feb 04
Joshua CohenPartner Wealth Management AdvisorView Profile, joshua cohenGuy EldarCFOView Profile, guy eldarPrasani UduwelaJunior AccountantView Profile, prasani uduwela