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
Pinnacle Financial PartnersBusiness Banking Financial AdvisorOct 11 - PresentFirst Tennessee BankBusiness Banking Relationship ManagerJan 03- Oct 11SuntrustSmall Business Relationship ManagerAug 98- Dec 03
Jessie BuiInvestment AdministratorView Profile, jessie buiNiko FehrFinanzberaterView Profile, niko fehrAshley SearleWealth Estate Planning SpecialistView Profile, ashley searle