Account Type***** ***Account Owner****** *******Account Opps/Deals***** *******Closed Won • Feb 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Northcoast Asset ManagementVice PresidentDec 23 - PresentLido Advisors LlcVice President, Senior Wealth AdvisorJan 21- Dec 23Grimes CompanyFinancial AdvisorJul 15- Dec 21
Leandro ChiardelliStrategic Planning Senior DirectorView Profile, Leandro ChiardelliGene HayesSenior Vice President Head Of Strategic Partnerships Regions Alumni EngagementView Profile, Gene HayesJack JVice PresidentView Profile, Jack J