Account Type***** *****Account Owner******** ****Account Opps/Deals**** ******Closed Won • Nov 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Pinnacle Financial PartnersSenior Vice President, Trust & Wealth AdvisorMar 23 - PresentFifth Third Private BankSenior Vice President, Wealth Managment AdvisorJun 20- Mar 23Bb TVice President, Wealth AdvisorNov 04- May 20
Patricia SagastumeVP Of Finance And Co FounderView Profile, patricia sagastumeMike SheahanDirector Private EquityView Profile, mike sheahanJohn OrlandoExecutive Vice President CFOView Profile, john orlando