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
CaptrustSenior Associate, Retirement CounselorJan 16 - PresentEdward JonesFinancial AdvisorJun 13- Jan 16Merrill LynchFinancial AdvisorOct 11- May 13
Anthony MontgomerySales Support AssociateView Profile, anthony montgomeryJohn CanaleDirector Of Sales Financial Services Major AccountsView Profile, john canaleJeff HopeSenior Enterprise Account ManagerView Profile, jeff hope