Account Type****** ******Account Owner******** *******Account Opps/Deals**** *****Closed Won • Aug 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- Dec 13
Francois PallierHead Of ProductView Profile, françois pallierJeff GeuderExpertView Profile, jeff geuderChristian MacellariReal Estate Private Equity Acquisitions AssociateView Profile, christian macellari