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
CaptrustWealth Client Service ManagerMar 22 - PresentEquity Trust CompanySr. Manager Precious Metals, Digital Currency, Public Investments & TrainingJan 15- Mar 22CbizManagerJun 14- Jan 15
Sreerupa BhardwajDirector Customer Experience Compliance ExcellenceView Profile, sreerupa bhardwajJohn VanderipeClient Support ManagerView Profile, john vanderipeSandra FellowsAssistant Vice President Lending Client Support Manager NMLS 620459View Profile, sandra fellows