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
CaptrustPrincipal | Financial AdvisorNov 20 - PresentShj Wealth AdvisorsFinancial AdvisorJan 97- Jan 01
Julian PeransiLegal FinanceView Profile, julian peransiGina GautierSenior Loan Administrator IIView Profile, gina gautierBrett TaylorInvestment CounsellorView Profile, brett taylor