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
CaptrustClient Management SpecialistNov 18 - PresentFidelity InvestmentsNon-qualified plan service leadNov 06- Nov 18
Lindsay AlbaneseDirector Strategic AccountsView Profile, lindsay albaneseKayla GuptonAVP National Sales OperationsView Profile, kayla guptonJon SidelBusiness Development ExecutiveView Profile, jon sidel