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
Truist WealthDirector, Financial AdvisorFeb 21 - PresentSuntrust Investment Services IncPrivate Financial AdvisorJul 04- Feb 21
Tara GlascockSr Billing Specialist Team LeadView Profile, tara glascockMargaret JanovskyAssociate Director Of Financial Planning And AnalysisView Profile, margaret janovskyScott M LorberCFOView Profile, scott m. lorber