Account Type*** *******Account Owner******* ********Account Opps/Deals**** ***Closed Won • Aug 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
Gillian SnyderGrowth Marketing ConsultantView Profile, gillian snyderZoelle EgnerOperator In ResidenceView Profile, zoelle egnerAlbert OliveiraMarketing AssociateView Profile, albert oliveira