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
The Way Investment Advisors LlcPartner / Private Wealth LiaisonMay 18 - PresentTrustmark BankAssistant Vice President, Trust OfficerApr 04- Jul 11
Caroline SweeneyDirector Practice Group Technology ServicesView Profile, caroline sweeneyMalia DurhamCustomer Marchandise Manager SpecialistView Profile, malia durhamHenry DaviesManaging DirectorView Profile, henry davies