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
CaptrustSenior Financial Advisor Relationship ManagerJun 18 - PresentTiaaSenior Relationship ManagerMay 96- Aug 17
Samer BitarFinancial ControllerView Profile, samer bitarScott DurantDirector Financial Institutions GroupView Profile, scott durantDavid HFinance Manager FP AView Profile, david h.