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
Zoelle EgnerOperator In ResidenceView Profile, Zoelle EgnerJonathan CrightonMarketing SpecialistView Profile, Jonathan CrightonMichael GorskiAVP Director Of MarketingView Profile, Michael Gorski