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
Truist WealthEVP, Head of Investment Advice & SolutionsFeb 21 - PresentSuntrustSenior Vice President - Private Wealth Management - Head of Wealth Services GroupJan 13- Feb 21Wells Fargo AdvisorsFinancial Services Executive, ConsultantJan 97- Jan 13
Danny MurtaghVice President Parts InfrastructureView Profile, danny murtaghPaulina KalenikFounderView Profile, paulina kalenikJanice BeckRetiredView Profile, janice beck