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
CaptrustSenior Vice President/Financial Advisor Feb 08 - PresentDavenport Company LlcCertified Financial PlannerJan 01- Jan 06
William ScanlanChief Financial OfficerView Profile, william scanlanMark MasonChief Financial Officer CitiView Profile, mark masonSunil DuggalManaging Director Financial Institutions GroupView Profile, sunil duggal