Account Type****** ****Account Owner****** ****Account Opps/Deals****** ********Closed Won • Aug 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Truist WealthTruist, EVP, Head of Wealth Advisors (Retired)Dec 19- Nov 23Bb TBB&T, EVP, Wealth and Retirement Division ExecutiveOct 10- Dec 19Bank Of AmericaBank of America / Merrill Lynch - Merger Transition LeaderJan 09- Oct 10
Ben PaskPartnerView Profile, ben paskKeith UlrichRetiredView Profile, keith ulrichRobin WactlerSenior Director Production System Training Strategy TechnologyView Profile, robin wactler