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 PartnersSr Vice President Financial AdvisorFeb 18 - PresentFirst South BankSr Vice PresidentOct 14- Feb 18The Fidelity BankVice President Business DevelopmentJul 04- Oct 14
David KennedyCFO FractionalView Profile, david kennedyDaniel GottliebSenior Vice President Global Family Office Outsourced Chief Investment OfficerView Profile, daniel gottliebKeren OrgadVP FinanceView Profile, keren orgad