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 Financial AdvisorAug 15 - PresentCallanAssociate ConsultantMay 05- Jun 09Merrill LynchClient Associate InternJul 04- Dec 04
Craig AllanSenior Financial PlannerView Profile, craig allanShambhavi TripathiSenior Internal AuditorView Profile, shambhavi tripathiAllen MadejSenior Analyst Strategic FinanceView Profile, allen madej