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 WealthSenior VP, Practice Management Consultant, Truist WealthFeb 21 - PresentSuntrust Investment Services IncPractice Management ConsultantJan 20- Jan 21SuntrustInsurance SpecialistJun 98- Dec 19
Matthew WridePresidentView Profile, matthew wrideDror BermanFounder Managing PartnerView Profile, dror bermanKevin GardnerVice President Information TechnologyView Profile, kevin gardner