Account Type****** ***Account Owner**** *****Account Opps/Deals****** *******Closed Won • Dec 24****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Pinnacle Financial PartnersSVP / Treasury Management AdvisorSep 17 - PresentBnc BankSVP / Treasury Services Sales ManagerOct 11- Jun 17Bb TPayment Solutions Training AssociateJan 05- Jan 11
Lucy MackenzieExecutive Assistant Investment BankingView Profile, lucy mackenzieBrandon KehlAssitant Vice President Wealth Managment AssociateView Profile, brandon kehlLaura ErtelExecutive Assistant To CFO EVP Business OperationsView Profile, laura ertel