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
Pinnacle Financial PartnersFinancial Advisor, Senior Vice PresidentJan 22 - PresentCadence BankPortfolio ManagerMay 12- Dec 21
Karen GerrardVice President Markets Risk ControlView Profile, karen gerrardAaron BabbManaging Director Employment Tax ServicesView Profile, aaron babbSteve KimPartner And Chief Financial OfficerView Profile, steve kim