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
Commerceone BankSVP, Head of Private BankingJul 18 - PresentTiaaWealth Management AdvisorJun 14- Jul 18Regions BankVP, Private Wealth ManagementSep 10- Jun 14
Paul FiremanPresidentView Profile, Paul FiremanNick HubbleFounder Director Loads Of TrafficView Profile, Nick HubbleMatt SunterVice PresidentView Profile, Matt Sunter