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
Amos SchreiberVP Information TechnologyView Profile, amos schreiberDon RocinanteVice President Enterprise DevelopmentView Profile, don rocinanteSharon CollinsDirector Of Conference Management ServicesView Profile, sharon collins