Account Type****** ****Account Owner*** *****Account Opps/Deals**** *****Closed Won • Dec 24***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 Assistant at Pinnacle Financial PartnersNov 21 - PresentBb TBusiness Services AssistantOct 98- Jan 22
Tim RussellSenior Fund ManagerView Profile, tim russellCatherine KehoeGroup Financial ControllerView Profile, catherine kehoeXero TeamAccountsView Profile, xero team