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
CaptrustPrincipal, Financial AdvisorJun 21 - PresentWells Fargo AdvisorsFinancial AdvisorFeb 00- Jun 07First Union National BankConsumer Banking ManagerJun 87- Mar 99
Susie ShockleyAccounts Receivable LeadView Profile, susie shockleyJennifer GoldfussInternal Audit SupervisorView Profile, jennifer goldfussChanil PatelFinance LeadView Profile, chanil patel