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 PartnersManager of Retirement Plan ServicesApr 18 - PresentBb TVice President / Retirement & Institutional Services Relationship Management ConsultantAug 16- Apr 18First Citizens BankSenior Vice President / Institutional AdvisorMar 05- Aug 16
Jennifer SeiversTransactions Director Asset ManagerView Profile, jennifer seiversAlejandro EcheverriaDirector Head Of Tax Central America CaribbeanView Profile, alejandro echeverriaMatt SnodgrassAssociate Financial Representative For Brent ShunkView Profile, matt snodgrass