Account Type***** *******Account Owner******* ******Account Opps/Deals***** ****Closed Won • Dec 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
Marc DemshockFund ManagerView Profile, marc demshockNickolus FinleySenior Director Of FP AView Profile, nickolus finleyTodd MattenGemologist Jewelry AppraiserView Profile, todd matten