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
CaptrustSenior Financial AdvisorSep 13 - PresentMercerDefined Contribution Consultant and Investment AdvisorMar 07- Sep 13Wells FargoVice President-Relationship ManagerJul 01- Feb 06
Hannah PetersCorporate Talent Acquisition Senior Recruiter FinanceView Profile, hannah petersShannon LyonsSenior AccountantView Profile, shannon lyonsLynn WolffSenior Communications Manager Americas Strategy Corporate Finance PracticeView Profile, lynn wolff