Account Type******** *****Account Owner******** ******Account Opps/Deals***** ***Closed Won • Aug 24***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Truist WealthDirector of Wealth Specialty OperationsJan 21 - PresentBb TCorporate Employee Benefits Administration & Operations ManagerNov 87- Oct 21
Trevor GatesEVP FinanceView Profile, trevor gatesJonathan ClarkFinance Director John Lawrie TubularsView Profile, jonathan clarkJennifer GuireSenior Vice President Private Credit And IP FinancingView Profile, jennifer guire