Account Type******** *******Account Owner**** ***Account Opps/Deals******* *****Closed Won • Mar 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