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
Lior OrenPartnerView Profile, lior orenFred KarlinskyShareholder And Global Chair Insurance Regulatory Transactions PracticeView Profile, fred karlinskyTricia LacyAssociate Director Of Presidential And Donor AffairsView Profile, tricia lacy