Account Type******** ****Account Owner******** ******Account Opps/Deals******* ***Closed Won • Oct 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
Karla JeffriesRetiredView Profile, karla jeffriesRani HirshPartnerView Profile, rani hirshRoss MorrisonPartnerView Profile, ross morrison