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 Advisor AssistantApr 22 - PresentBb TBusiness Services AssistantAug 01- Apr 22
Nadia SocratousCFO AdministratorView Profile, nadia socratousLesley Ann HomanWealth ManagerView Profile, lesley-ann homanFiona BlomFinanceView Profile, fiona blom