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 AdvisorApr 18 - PresentSuntrustClient Advisor, Private Wealth Management May 99- Mar 18
Maria KachniarzAssociateView Profile, maria kachniarzErin TippettAsset ManagerView Profile, erin tippettJulio MarquezEquity Research AssociateView Profile, julio marquez