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 PartnersSenior Vice President, Credit Card Program ManagerAug 17 - PresentWells FargoVice President Phone Bank ManagerJan 98- Jan 13
Michelle KilloranFounder Fractional CFOView Profile, michelle killoranDebbie Cohen RoslerFractional CFOView Profile, debbie cohen roslerPeter KelleySenior Vice President Wealth Management Financial AdvisorView Profile, peter kelley