Account Type****** *****Account Owner**** ****Account Opps/Deals**** ***Closed Won • Dec 24***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
CaptrustVice President, Financial AdvisorSep 12 - PresentBarclays Investment BankAssistant Vice PresidentSep 08- Aug 12Lehman BrothersAnalystJul 08- Sep 08
Lynda EricksonVP Commercial BankerView Profile, lynda ericksonThomas MaiuriVice President Of Financial Planning AnalysisView Profile, thomas maiuriJoey MossChief Financial OfficerView Profile, joey moss