Account Type****** *****Account Owner*** ***Account Opps/Deals*** ******Closed Won • Oct 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Zhang FinancialVice PresidentJul 21 - PresentCaptrustFinancial AdvisorAug 20- Jul 21Plante MoranSenior ConsultantAug 10- Aug 20
Bryan DavisPresident VIU By HUBView Profile, bryan davisClayton KeeferVice President Business Planning AnalyticsView Profile, clayton keeferMario BedoyaManaging Director Risk ManagementView Profile, mario bedoya