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
CaptrustRelationship ManagerNov 22 - PresentSound View Wealth AdvisorsInvestment AnalystMar 20- Nov 22Old North State TrustPortfolio ManagerJul 17- Mar 20
Eve BovaSenior Account ManagerView Profile, eve bovaPhoebe RowcroftSales AdministrationView Profile, phoebe rowcroftSam BeltSenior Account Executive Mid MarketView Profile, sam belt