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
CaptrustClient Management ConsultantJan 22 - PresentEpic Retirement Plan ServicesSenior Relationship Manager-Major AccountsMay 15- Jun 17TdVice President -Retirement Plan AdvisorOct 10- Apr 15
Patrick KanapiAccount ExecutiveView Profile, patrick kanapiAlex FSolutions ConsultantView Profile, alex f.Jennifer LauBusiness Development SpecialistView Profile, jennifer lau