Account Type**** ***Account Owner****** *******Account Opps/Deals**** ******Closed Won • Feb 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
CaptrustSenior SpecialistJun 22 - PresentMaking Money Matter LlcPersonal Finance CoachJun 17 - PresentPrincipal Financial GroupSr. Client Service ManagerMay 21- Jun 22
Sean FraileySenior ConsultantView Profile, Sean FraileyBlake RichieSenior Real Estate OfficerView Profile, Blake RichieNicholas PennelSenior Manager Unified Communications OperationsView Profile, Nicholas Pennel