Account Type******* *******Account Owner******* ***Account Opps/Deals****** *******Closed Won • Oct 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
Goncalo FerreiraDigital Marketing E Commerce CoordinatorView Profile, gonçalo ferreiraIlisa CohenMarketing Content Writer Advisor MarketingView Profile, ilisa cohenAnne MillerMarketing ContentView Profile, anne miller