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 LeetChief Financial OfficerView Profile, jason leetDavid ZwickChief Financial OfficerView Profile, david zwickNick OrsaiaVP Finance OperationsView Profile, nick orsaia