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
Truist WealthEVP, Head of Investment Advice & SolutionsFeb 21 - PresentWells Fargo AdvisorsManaging Director - Client and Financial Advisor ExperienceJan 97- Jan 11
John EngelRetiredView Profile, John EngelMarcella SheridanPresidentView Profile, Marcella SheridanAlex ThorpeDirector Social Impact SustainabilityView Profile, Alex Thorpe