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
Brittany YoungFounder Lead ProducerView Profile, Brittany YoungAnne WhitePresident Lilly NeuroscienceView Profile, Anne WhiteJohn MangelVP Development AcquisitionsView Profile, John Mangel