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 Associate Wealth PlannerOct 21 - PresentFidelity InvestmentsPremium Services Senior Specialist within Fidelity CharitableJan 15- Oct 21Residence Inn By MarriottFront Desk AssociateApr 14- Jul 14
Christine ZilberfarbAssociateView Profile, christine zilberfarbDwight GraysonEFT Fraud SpecialistView Profile, dwight graysonChristopher BeckmanFinance SpecialistView Profile, christopher beckman