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
CaptrustPrincipal | Financial AdvisorSep 21 - PresentFidelity InvestmentsMutual Fund Sales/ServiceJul 95- Feb 96
James NairneSenior Portfolio ManagerView Profile, james nairneEmily TraskVP Of FinanceView Profile, emily traskMartha LordFinancial Analyst IIIView Profile, martha lord