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 Client Management ConsultantDec 18 - PresentInvest Financial CorporationVirtual Sales Professional - Team VIPMar 11- Aug 14Summit Financial Networks IncFinancial ConsultantApr 10- Mar 11
Jocelyn PenaSenior Sales Enablement ManagerView Profile, jocelyn penaBrendan JohnsBusiness Development ManagerView Profile, brendan johnsMoss GondwePublic Sector Sales DirectorView Profile, moss gondwe