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
CaptrustPrincipal, Financial AdvisorJan 06 - PresentLincoln FinancialRegional Vice PresidentOct 00- Jan 06
Terri BrownSenior Financial Procurement AnalystView Profile, Terri BrownNerissa Xiaodan LiuSenior Finance Business PartnerView Profile, Nerissa Xiaodan LiuSarah LambertSenior TraderView Profile, Sarah Lambert