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
Truist WealthEVP, Head of Investment Advice & SolutionsFeb 21 - PresentWells Fargo AdvisorsManaging Director - Client and Financial Advisor ExperienceJan 97- Jan 11