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
Pinnacle Financial PartnersFinancial Advisor, Commercial Account ManagerSep 17- Aug 24Bnc BankVice President, Commercial Relationship ManagerJun 09- Sep 17
Yann De Souza NogueiraFinancial Planning SpecialistView Profile, Yann De Souza NogueiraSavinesh Prasad AsaFinancial AdvisorView Profile, Savinesh Prasad AsaKaty SpatzSenior AccountantView Profile, Katy Spatz