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
CaptrustSenior Investment AdvisorMay 19 - PresentCharles SchwabDirector, Retirement Investment ServicesFeb 17- Mar 18Oswald Financial IncRetirement Plan ConsultantMay 15- Feb 17
Anna LoseccoDirector Of Finance And OperationsView Profile, Anna LoseccoAdam K ArifPrivate Equity Senior AssociateView Profile, Adam K ArifJohn Paul WilliamsAcquisitions LeadView Profile, John Paul Williams