Account Type******** ********Account Owner****** ********Account Opps/Deals****** *******Closed Won • Oct 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Regions BankEVP, Wealth Management Strategy & EffectivenessSep 22 - PresentTruist WealthSVP, Director of Client and Advisor Experience, Truist WealthJul 13- Sep 22SuntrustPrivate Wealth Management StrategyFeb 06- Jul 13
David DoradoExecutive Director Strategy Execution WM Client SegmentsView Profile, david doradoJustin SladePartner Enablement Solutions Strategy DirectorView Profile, justin sladeGuilherme AltChief Of Staff Head Of Strategy And OperationsView Profile, guilherme alt