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
CaptrustFinancial Wellness ConsultantMar 12 - PresentFidelity InvestmentsRetirement Investment SpecialistJul 07- Apr 12
Will MilewskiCommercial Banking Program AnalystView Profile, will milewskiJaria MartinAssociateView Profile, jaria martinMartell DavisAccountantView Profile, martell davis