Account Type******** ******Account Owner******* *******Account Opps/Deals******** ****Closed Won • Jan 25****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
Trent WalklettChief Financial OfficerView Profile, Trent WalklettKeith BerlinSenior Vice President Director Of Global Fixed Income And CreditView Profile, Keith BerlinMelissa QuinlanSVP AccountingView Profile, Melissa Quinlan