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
Merrill LynchSenior Vice President - Financial AdvisorNov 22 - PresentTruist WealthSenior Vice President - Wealth AdvisorApr 19- Nov 22Global Capital StrategiesDirectorJan 18- Apr 19
Lenn KurtzmanChief Financial OfficerView Profile, lenn kurtzmanKelly Marie MollgaardVice President Accounting ControlView Profile, kelly marie møllgaardMarla GriffithChief Financial OfficerView Profile, marla griffith