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
Pinnacle Financial PartnersFinancial AdvisorMay 22 - PresentTruistNot-For-Profit Banking Relationship ManagerDec 19- Apr 22SuntrustNot-For-Profit Banking Group - First Vice PresidentJan 98- Nov 21
Edward SmithFinance AnalystView Profile, edward smithJesus Rodriguez De SarrazinAssociate Portfolio ManagerView Profile, jesus rodriguez de sarrazinDennis SklarSenior AccountantView Profile, dennis sklar