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 Director, Marketing, Advisor GroupFeb 01 - PresentRevenue Enablement SocietyMemberDec 16 - Present
Jamie BothwellVice President North America MarketingView Profile, jamie bothwellDiana DickVice President Of MarketingView Profile, diana dickCon MallonVice President Product MarketingView Profile, con mallon