Account Type****** ******Account Owner******** ****Account Opps/Deals******** ***Closed Won • Feb 25**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
PmaRegional Funding DirectorMay 15 - PresentPncAVP - Private Client Group Relationship ManagerJan 07- Apr 15ThriventFinancial AssociateNov 05- Jan 07
Angela Richard EaglinAssociate Dean For EquityView Profile, Angela Richard EaglinNeetha RavikumarGlobal Director AI Led Functional Transformation Finance TaxView Profile, Neetha RavikumarBeatrie GouwsDirector Tax QualityView Profile, Beatrie Gouws