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
CaptrustInstitutional Client Management ConsultantJul 21 - PresentWells FargoInternal WholesalerAug 13- Sep 20TiaaInbound ConsultantApr 13- Aug 13
Marc AsatoQ AView Profile, marc asatoColleen GooteeEnterprise Pro Senior Manager Of Strategy And PlanningView Profile, colleen gooteeBarry WalshDigital Strategy PartnerView Profile, barry walsh