Account Type*** ******Account Owner**** ***Account Opps/Deals****** ********Closed Won • Feb 25****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Fieldpoint PrivateDirector Digital TransformationSep 21- Dec 23TruistMerger Integration ManagerDec 19- Sep 21SuntrustVP, Wealth Management & Client Performance Practice Lead, Consumer Data OfficeDec 17- Dec 19
Grace RoseStrategistView Profile, Grace RoseAndrew CrowtherSenior Integrated PlannerView Profile, Andrew CrowtherDavid RossSenior DirectorView Profile, David Ross