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
CaptrustFinancial Wellness ConsultantMar 12 - PresentFidelity InvestmentsRetirement Investment SpecialistJul 07- Apr 12
Natasha ChanBusiness ManagerView Profile, natasha chanClare DeleonDirector Of FinanceView Profile, clare deleonAidan WeinmannFinancial Planning Reporting ManagerView Profile, aidan weinmann