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
CaptrustVice President, Financial AdvisorAug 20 - PresentPlante MoranRelationship ManagerApr 96- Aug 20
Jim WaggonerChief Financial OfficerView Profile, jim waggonerLee Ann ShellChief Financial OfficerView Profile, lee ann shellVincent SitaChief Financial OfficerView Profile, vincent sita