Account Type****** *******Account Owner***** ****Account Opps/Deals*** ****Closed Won • Dec 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Pinnacle Financial PartnersTrust SpecialistAug 19 - PresentRegions Private Wealth ManagementPrivate Wealth AssistantSep 96- Aug 19
Danny NealeTechnical Support Customer Success SpecialistView Profile, danny nealeDrew OliverManager Customer OperationsView Profile, drew oliverSonny GonzalezSenior Support AnalystView Profile, sonny gonzalez