Account Type******** *****Account Owner******* *****Account Opps/Deals******* ****Closed Won • Dec 24***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
CaptrustInstitutional Client Management ConsultantJul 21 - PresentWells FargoInternal WholesalerAug 13- Sep 20TiaaInbound ConsultantApr 13- Aug 13
Carlos IbarraPartner SocioView Profile, carlos ibarraAmanda BergamoStrategic Advisory ServicesView Profile, amanda bergamoKeenan AbnerStrategy ResearchView Profile, keenan abner