Account Type*** ******Account Owner**** ***Account Opps/Deals***** *****Closed Won • Oct 24**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
CaptrustSenior Financial AdvisorFeb 21 - PresentStrategic Retirement PartnersInvestment Advisor Representative / Retirement Plan ConsultantJan 17- Aug 17GallagherAssistant Vice President / Investment Advisor Representative: Retirement Plan ConsultingJan 12- Jan 17
Nitesh BarotSenior Financial AnalystView Profile, nitesh barotJuan C DominguezEquity Analyst PartnerView Profile, juan c dominguezSarah MorainSenior Financial AnalystView Profile, sarah morain