Account Type**** ******Account Owner****** *****Account Opps/Deals******* ******Closed Won • Nov 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
CaptrustFinancial AdvisorAug 22 - PresentCla CliftonlarsonallenWealth AdvisorAug 20- Aug 22Edward JonesFinancial AdvisorJun 15- Sep 18
Konrad KropiewnickiSenior AccountantView Profile, konrad kropiewnickiShaswata SahaAssociateView Profile, shaswata sahaWilliam WelchAssociate Investment Execution AllocationView Profile, william welch