Account Type**** *****Account Owner*** ****Account Opps/Deals****** *******Closed Won • Jan 25**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Trinity Hunt PartnersPortfolio Resource Group Board of AdvisorsAug 24 - PresentLexitasChief Revenue OfficerOct 15- Oct 24Ims Legal Strategies Juris MedicusBoard MemberAug 20- Mar 22
Holly KnightDirector Retirement Advisor ServicesView Profile, Holly KnightJennifer RiveraExecutive Director Head Of The Pw C FoundationView Profile, Jennifer RiveraMitchell MontgomeryAssistant Director Annual GivingView Profile, Mitchell Montgomery