Account Type*** ***Account Owner****** *******Account Opps/Deals*** ***Closed Won • Feb 25****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Truist WealthDirector, Financial AdvisorFeb 21 - PresentSuntrust Investment Services IncPrivate Financial AdvisorJul 04- Feb 21
Mirko RepacFund Accounting ManagerView Profile, Mirko RepacJaron BenderChief Financial OfficerView Profile, Jaron BenderDannetta ColemanRevenue AccountantView Profile, Dannetta Coleman