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 Manager | Retirement Plan Investment Consultant Feb 08- Aug 20Edward JonesFinancial AdvisorJan 06- Jan 08
Eileen JohnstonDivision CFOView Profile, eileen johnstonConstance Saint JullianDirectrice Meritis FinanceView Profile, constance saint jullianGeorge PChief Financial OfficerView Profile, george p.