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
CaptrustFinancial Advisor Dec 17 - PresentLincoln Financial NetworkNational Director of Financial PlanningJan 99- Nov 06Arthur Andersen CoSenior Business AssociateDec 97- Jan 99
Rick LottenbachFinancial ControllerView Profile, rick lottenbachNir NahshonPrincipal Partner Deal Financial AdvisoryView Profile, nir nahshonTracy DesotoDirector Financial Services Content ImplementationView Profile, tracy desoto