Account Type******** ****Account Owner****** ****Account Opps/Deals**** *******Closed Won • Oct 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Blue TrustFinancial PlannerMar 19 - PresentBlue Trust GreenvilleParaplannerJun 17 - PresentBob Jones UniversityTicket Sales SupervisorSep 14- Dec 16
Matthew DohertyEquity Research AnalystView Profile, matthew dohertyErica Bonnette LykensSenior AccountantView Profile, erica bonnette-lykensKurt MacaulayInvestment Banking AssociateView Profile, kurt macaulay