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
The Way Investment Advisors LlcPartner / Private Wealth LiaisonMay 18 - PresentTrustmark BankAssistant Vice President, Trust OfficerApr 04- Jul 11
Nicola GrimshawPersonal AssistantView Profile, Nicola GrimshawWade WyattCompliance ManagerView Profile, Wade WyattCaio BacciTFF Global AmbassadorView Profile, Caio Bacci