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
Stacey PolitiFounder Principal ConsultantView Profile, Stacey PolitiJoseph TranVP Data Transformation Internal AuditView Profile, Joseph TranKatie FrinkCollege Advising Co DirectorView Profile, Katie Frink