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
Cadence BankFormer EVP Cadence Bank—President, Cadence Asset Management & TrustOct 15- Apr 24U S TrustManaging Director, Wealth Strategies AdvisorOct 14- Oct 15J P MorganManaging Director & Wealth AdvisorJun 07- Oct 14
Joe McdermottChief Financial OfficerView Profile, joe mcdermottAlex KellyChief Financial OfficerView Profile, alex kellyBen AllenChief Financial OfficerView Profile, ben allen