Account Type*** ***Account Owner**** ****Account Opps/Deals******** *****Closed Won • Dec 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
Tina GriffithsSenior ControllerView Profile, tina griffithsMitchel CorleyBookkeeperView Profile, mitchel corleyShachar HeizlerFinancial ControllerView Profile, shachar heizler