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
CaptrustSenior Associate Portfolio ManagerApr 20 - PresentNorthwestern MutualFinancial AnalystJun 18- Apr 20Merrill EdgeFinancial solutions advisorOct 15- Jun 18
Ira BarcanCfoView Profile, ira barcanSamuel KrantzJunior AccountantView Profile, samuel krantzJulie VekemansBilling SpecialistView Profile, julie vekemans