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
CaptrustWealth Client Management Consultant at CAPTRUSTDec 22 - PresentMorgan StanleySenior Registered Client Service AssociateOct 21- Dec 22Wells FargoPremier BankerNov 10- Dec 21
Ryan KaplanInvestment Sales Advisor BrokerView Profile, ryan kaplanHector Tolmo TorresDesarrollo Comercial CorporativoView Profile, hector tolmo torresAlan PatelSales Revenue Growth AdvisorView Profile, alan patel