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
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
Willie LawPrincipal OwnerView Profile, Willie LawLuke SmithLead Assistant Vice President Publishing Creative ServicesView Profile, Luke SmithMaria NelsonRetiredView Profile, Maria Nelson