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 Financial Advisor, Relationship ManagerJul 20 - PresentCharles SchwabClient Service AnalystAug 08- Jun 14
Julianna HardingSr Director FP AView Profile, julianna hardingJohn HamiltonChief Financial OfficerView Profile, john hamiltonKarl ReiserCorporate Director FP AView Profile, karl reiser