Account Type****** *******Account Owner******** ***Account Opps/Deals******** ********Closed Won • Nov 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
Lijie HanPartnerView Profile, lijie hanJeff BurkholderOwnerView Profile, jeff burkholderChelsea ChamberlinChief Technology OfficerView Profile, chelsea chamberlin