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
Curi CapitalPartner, Sr. Retirement Plan AdvisorJan 19 - PresentCaptrustSenior Associate | Institutional SolutionsSep 16- Jan 19North Carolina General AssemblyInternMay 14- Jul 14
Parker LawInvestment Banking AnalystView Profile, parker lawMichael LopezFinancial Service RepresentativeView Profile, michael lopezJustin OwenCFOView Profile, justin owen