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
CaptrustFinancial Advisor Dec 17 - PresentLincoln Financial NetworkNational Director of Financial PlanningJan 99- Nov 06Arthur Andersen CoSenior Business AssociateDec 97- Jan 99
Brian KolenAssociate Technology Investment BankingView Profile, brian kolenKate BanwarthAudit AssociateView Profile, kate banwarthShubham SharmaSenior Accounts AssociateView Profile, shubham sharma