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
Pinnacle Financial PartnersVice President and Investment RepresentativeAug 22 - PresentRaymond JamesSenior Planning AdvisorAug 22 - PresentFirst Horizon BankPlanning AdvisorApr 18- Aug 22
Jason PorterChief Financial OfficerView Profile, jason porterJohn DVice President Of TreasuryView Profile, john d.Judy BaldSr Executive Assistant To CHRO And CFOView Profile, judy bald