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
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
Cooper WarrenVice President Of Business DevelopmentView Profile, cooper warrenPam BrownSenior Vice PresidentView Profile, pam brownMichael SanchezExecutive ChairmanView Profile, michael sanchez