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
CaptrustPrincipal | Financial AdvisorMar 17 - PresentFinancial Planning Association FpaNational Board MemberJan 15- Dec 17Wescott Financial Advisory Group LlcPrincipal, Senior Financial AdvisorJan 01- Mar 17
Maverick RolleckeFinanzberaterView Profile, maverick rölleckeMuriel CheritelChargee Defficience Budgetaire Business TechnologieView Profile, muriel cheritelAnita OdellInternal Audit AdvisorView Profile, anita odell