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
Ulrich Investment ConsultantsSenior Client Service AssociateJan 24 - PresentCaptrustConsultant Wealth OperationsNov 17- Jan 24Element Fleet ManagementAccount ConsultantJan 14- Feb 17
Roland RobinsonCustomer Service RepresentativeView Profile, Roland RobinsonMike SchwartzMember Service AgentView Profile, Mike SchwartzShaelyn EdwardsCustomer Service RepresentativeView Profile, Shaelyn Edwards