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
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
Hakan EkmanSenior Vice President Global Pricing And Sales StrategyView Profile, Hakan EkmanRick WolochatiukVice PresidentView Profile, Rick WolochatiukEduardo Lopez SorianoStrategy Senior DirectorView Profile, Eduardo Lopez Soriano