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
Kristin NashGlobal Events ManagerView Profile, Kristin NashSarah D SmithSerena LilyView Profile, Sarah D SmithAnna DaltonHead Of MarketingView Profile, Anna Dalton