Account Type****** *******Account Owner***** *****Account Opps/Deals****** *****Closed Won • Jan 25****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
CaptrustVice President, Financial AdvisorJan 24 - PresentTouchplanChief Revenue Officer (CRO)Jan 21- Jan 24Coleman ResearchChief Revenue Officer (CRO)Jan 19- Jan 21
Robert SheetzChief Financial OfficerView Profile, Robert SheetzStephen EliaSenior Vice President Senior Credit OfficerView Profile, Stephen EliaCassie HernandezChief Financial OfficerView Profile, Cassie Hernandez