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 WealthSenior VP, Practice Management Consultant, Truist WealthFeb 21 - PresentSuntrust Investment Services IncPractice Management ConsultantJan 20- Jan 21SuntrustInsurance SpecialistJun 98- Dec 19
Jacky ChouFounderView Profile, jacky chouGerry MunsellRetiredView Profile, gerry munsellSaurabh TandonChief Experience OfficerView Profile, saurabh tandon