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
CaptrustSenior Vice President | Financial AdvisorDec 10 - PresentEmpowerClient Relationship ManagerSep 04- Apr 06Principal Financial GroupEducation Account ExecutiveNov 02- Sep 04
Andy DeigSenior Vice President FinanceView Profile, andy deigFrank PolicastroChief Financial OfficerView Profile, frank policastroTom GreinSenior Vice President And TreasurerView Profile, tom grein