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
CaptrustSenior Manager | Client SolutionsFeb 15 - PresentFidelity InvestmentsWorkplace Planning and GuidanceJan 12- Jan 15
Kate RoushSenior AssociateView Profile, kate roushTim ShannehanChief Revenue OfficerView Profile, tim shannehanPaul JohnsonHead Of Business DevelopmentView Profile, paul johnson