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 SpecialistMay 20 - PresentBeacon Credit UnionBranch ManagerJun 16- Apr 20Wells FargoService ManagerAug 12- Jun 16
Mary MattoxSenior Assistant Global Private FinanceView Profile, mary mattoxMyles WileyFinancial AdvisorView Profile, myles wileyPatrick MeierInvestment Banking AssociateView Profile, patrick meier