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 Associate, Retirement CounselorJan 16 - PresentEdward JonesFinancial AdvisorJun 13- Jan 16Merrill LynchFinancial AdvisorOct 11- May 13
Casey ThorntonSenior AssociateView Profile, casey thorntonPatrick Chini ForushSr Solution Engineer PresalesView Profile, patrick chini forushAnna ChapmanSenior Account ManagerView Profile, anna chapman