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 Manager | Investment StrategistMar 18 - PresentRbc Wealth ManagementInvestment Associate | Private Client GroupSep 15- Mar 18
Andrew VernikVP Of FinanceView Profile, andrew vernikLynne MudloffControllerView Profile, lynne mudloffAndrew FineCFOView Profile, andrew fine