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
CaptrustSenior Associate Wealth PlannerOct 21 - PresentFidelity InvestmentsPremium Services Senior Specialist within Fidelity CharitableJan 15- Oct 21Residence Inn By MarriottFront Desk AssociateApr 14- Jul 14
David WilliamsConsulting CFOView Profile, david williamsKaira Den HartogAssociateView Profile, kaira den hartogJack StewartSenior High Yield AnalystView Profile, jack stewart