Account Type******** ***Account Owner**** ***Account Opps/Deals******** ******Closed Won • Aug 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
CaptrustDirector Participant Advisory ServicesNov 13 - PresentAonClient ManagementOct 09- Oct 13Fidelity InvestmentsImplementation LeadOct 94- Feb 09
Megan OwenStrategy Planning DirectorView Profile, megan owenOliver YuStrategic AdvisorView Profile, oliver yuLiz MitchellStrategic BuyerView Profile, liz mitchell