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
Merrill LynchSenior Vice President - Financial AdvisorNov 22 - PresentTruist WealthSenior Vice President - Wealth AdvisorApr 19- Nov 22Global Capital StrategiesDirectorJan 18- Apr 19
Christopher JohnsonChief Financial OfficerView Profile, Christopher JohnsonEric ParkManaging Director CFO TechnologyView Profile, Eric ParkDana McnabbExecutive Collateral UnderwriterView Profile, Dana Mcnabb