Account Type***** *******Account Owner**** ****Account Opps/Deals***** ********Closed Won • Dec 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Pinnacle Financial PartnersFINANCIAL SPECIALIST (ROVING)Jun 17 - PresentBnc BankPersonal BankerSep 12- Jun 17
Rahul MalhotraHead Of FP A Marketplace Strategy And TechnologyView Profile, rahul malhotraTrent PoraInvestment Banking AssociateView Profile, trent poraLisa PuzzuoliAccounting ManagerView Profile, lisa puzzuoli