Account Type******** ****Account Owner***** *****Account Opps/Deals***** *****Closed Won • Feb 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
Jessica WillAssistant Vice President Financial Services GroupView Profile, Jessica WillScott ChandlerVice President Revenue ManagementView Profile, Scott ChandlerDave ChandlerChief Financial OfficerView Profile, Dave Chandler