Account Type**** ******Account Owner******* ********Account Opps/Deals******* ******Closed Won • Jan 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
Chelsea SimpsonAssociate Marketing DirectorView Profile, Chelsea SimpsonMarilyn GeorSenior Brand ManagerView Profile, Marilyn GeorScott FinkDirectorView Profile, Scott Fink