Account Type**** ********Account Owner******** *****Account Opps/Deals*** ***Closed Won • Mar 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