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
Pinnacle Financial PartnersFinancial SpecialistAug 15 - PresentBnc BankPersonal BankerAug 15- Aug 15First Citizens BankOperation Services SupervisorAug 12- Aug 15
Katharine DanielsAccount Manager Employee Share PlansView Profile, katharine danielsAnnika DestefanoAssociateView Profile, annika destefanoRoyce VenableAssociateView Profile, royce venable