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
CaptrustManager Institutional Client Services at CAPTRUSTAug 22 - PresentHuman InterestPartner Account ManagerFeb 22- Jul 22Wells FargoInstitutional Retirement & Trust WholesalerJan 08- Feb 21
Kartik ChhabraSales Account ExecutiveView Profile, kartik chhabraAdam EllisRegional Sales ManagerView Profile, adam ellisEric AndersonSales Development RepresentativeView Profile, eric anderson