Account Type******* *****Account Owner******* *******Account Opps/Deals*** ******Closed Won • Jan 25**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Truist WealthSenior Vice President, Institutional Manager of Client ServiceOct 17 - PresentSuntrust Investment Services IncSTIS Performance Management Team Manager / Group Vice PresidentOct 15- Oct 17SuntrustVice President - Project Manager; Consumer PMOMay 14- Nov 15
Payal ParikhVice President Client ServicesView Profile, Payal ParikhStephanie HoSVP Customer ExperienceView Profile, Stephanie HoFrank MorrisonSVP Client SolutionsView Profile, Frank Morrison