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
Smith Gillis FinancialFinancial Services AdvisorFeb 24 - PresentWells FargoLicensed relationship bankerMay 22- Aug 23Fairway Independent Mortgage CorporationProduction PartnerJul 20- Jul 21
David PorrellDirector Of FP AView Profile, David PorrellBrandon PykeTriple Crown BankerView Profile, Brandon PykeJohn RettigPresident CFOView Profile, John Rettig