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
CaptrustPrincipal | Financial AdvisorJan 21 - PresentHpSenior Business AnalystNov 99- Oct 03Arthur Andersen CoSenior Business ConsultantJul 97- Nov 99
Mark NortmanWealth ManagerView Profile, mark nortmanDaniel BilesPortfolio ManagerView Profile, daniel bilesMahesh PuliSenior Finance ManagerView Profile, mahesh puli