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
PncVP, Senior Retirement Plan AdvisorFeb 23 - PresentCaptrustSenior Financial Advisor Relationship Manager - Institutional Retirement PlansJan 12- Jan 23Self Help Credit UnionPortfolio Manager - Commercial LendingJan 12- Jan 12
Andy GoodyEquity DealerView Profile, andy goodySeth MennilloPartner FinanceView Profile, seth mennilloKara McgrorySenior Pension Plan AccountantView Profile, kara mcgrory