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
CaptrustWebinar SpecialistJan 24 - PresentMaking Money Matter LlcPersonal Finance CoachJun 17 - PresentPrincipal Financial GroupSr. Client Service ManagerMay 21- Jun 22
Mary MakrisSenior Product Marketing ManagerView Profile, mary makrisCody PlofkerChief Marketing And Revenue OfficerView Profile, cody plofkerAntoine DupuisMarketing And Communication DirectorView Profile, antoine dupuis